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JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
JMEE
177 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, 89 increasing their positions, 50 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
78% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 50
50% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 10
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
18% more capital invested
Capital invested by funds: $1.59B → $1.88B (+$288M)
4.11% more ownership
Funds ownership: 75.01% → 79.12% (+4.1%)
1% more funds holding
Funds holding: 176 → 177 (+1)
Holders
177
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
2.18%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
15
Increased
89
Reduced
50
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$164M |
| 2 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$27.8M |
| 3 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$19.3M |
| 4 |
Bank of New York Mellon
New York
|
+$13.3M |
| 5 |
LPL Financial
San Diego,
California
|
+$12.4M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ME
176
McIlrath & Eck
Arlington,
Washington
| $1.03K | -$68 | -1 | -6% |
|
177
Rockefeller Capital Management
New York
| $935 | +$953 | +14 | New |
|
|
EH
178
Equitable Holdings
New York
| – | -$3.56M | -55,341 | Closed |
|
|
AWM
179
Axxcess Wealth Management
Carlsbad,
California
| – | -$2.9M | -45,017 | Closed |
|
180
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.14M | -17,731 | Closed |
|
|
BCI
181
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$261K | -4,052 | Closed |
|
182
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$220K | -3,412 | Closed |
|
|
GWM
183
Greenline Wealth Management
Boca Raton,
Florida
| – | -$145K | -2,245 | Closed |
|
|
GAFA
184
Garton & Associates Financial Advisors
Louisville,
Kentucky
| – | -$89K | -1,383 | Closed |
|
|
RFP
185
Root Financial Partners
Encinitas,
California
| – | -$74.8K | -1,162 | Closed |
|
|
CWP
186
Concord Wealth Partners
Abingdon,
Virginia
| – | -$8.11K | -126 | Closed |
|
|
TSMHT
187
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| – | -$2.45K | -38 | Closed |
|