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JPMorgan Small & Mid Cap Enhanced Equity ETF

174 hedge funds and large institutions have $1.88B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 87 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
151
AE Wealth Management
Kansas
$22.7K
Qube Research & Technologies (QRT)
152
Qube Research & Technologies (QRT)
United Kingdom
$19.3K
ACA
153
Aptus Capital Advisors
Alabama
$19.2K
Fifth Third Bancorp
154
Fifth Third Bancorp
Ohio
$15.9K
PWAM
155
Private Wealth Asset Management
Iowa
$15.9K
SAM
156
Smartleaf Asset Management
Massachusetts
$15.8K
AAP
157
Arax Advisory Partners
Colorado
$15.4K
AWM
158
Abound Wealth Management
Tennessee
$15.3K
SIS
159
Strategic Investment Solutions
Illinois
$14.4K
FFA
160
Farther Finance Advisors
California
$12.5K
Wells Fargo
161
Wells Fargo
California
$10.9K
HI
162
Harbour Investments
Wisconsin
$9.3K
IA
163
IFG Advisory
Georgia
$6.9K
OSAM
164
O'Shaughnessy Asset Management
Connecticut
$6.54K
TWM
165
TopTier Wealth Management
Wisconsin
$4.81K
LFG
166
Larson Financial Group
Missouri
$3.81K
CIAS
167
Capital Investment Advisory Services
North Carolina
$3.58K
IAIM
168
International Assets Investment Management
Florida
$3.36K
SS
169
Sunbelt Securities
Texas
$2.74K
FMP
170
Financial Management Professionals
Texas
$2.14K
CA
171
CoreCap Advisors
Michigan
$1.67K
CBT
172
Crews Bank & Trust
Florida
$1.27K
ME
173
McIlrath & Eck
Washington
$1.03K
Rockefeller Capital Management
174
Rockefeller Capital Management
New York
$935
EH
175
Equitable Holdings
New York