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JPMorgan Small & Mid Cap Enhanced Equity ETF

32 hedge funds and large institutions have $622M invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 7 closing their positions.

Holders
32
Holders Change
+1
Holders Change %
+3.23%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
8
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$562M 12,648,206 -574,682 -4%
Stifel Financial
2
Stifel Financial
Missouri
$17.3M 390,246 -15,776 -4%
LPL Financial
3
LPL Financial
California
$16M 359,962 +71,712 +25%
RT
4
Rockland Trust
Massachusetts
$14.2M 320,295 +320,295 New
Citadel Advisors
5
Citadel Advisors
Florida
$2.24M 50,439 +2,177 +5%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$2M 44,927 -69 -0.2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.69M 37,949 +13,153 +53%
US Bancorp
8
US Bancorp
Minnesota
$1.43M 32,253 -11,993 -27%
Creative Planning
9
Creative Planning
Kansas
$867K 19,526
Osaic Holdings
10
Osaic Holdings
Arizona
$757K 17,063 +1,354 +9%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$756K 17,046 -1,350 -7%
CAN
12
Cetera Advisor Networks
California
$520K 11,720 +515 +5%
WWM
13
Wagner Wealth Management
South Carolina
$517K 11,641 +11,641 New
TCWM
14
Total Clarity Wealth Management
Illinois
$435K 9,804 +205 +2%
PAG
15
Private Advisor Group
New Jersey
$398K 8,958 +17 +0.2%
UBS Group
16
UBS Group
Switzerland
$327K 7,374 -1,844 -20%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$317K 7,147 -526 -7%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$245K 5,524 +664 +14%
Morgan Stanley
19
Morgan Stanley
New York
$232K 5,227 -3,719 -42%
Bank of America
20
Bank of America
North Carolina
$227K 5,119 -4,878 -49%
Wells Fargo
21
Wells Fargo
California
$141K 3,189 -1,922 -38%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$67K 1,516 +1,516 New
CFFP
23
Center for Financial Planning
Michigan
$54K 1,223
DAC
24
Dividend Assets Capital
South Carolina
$46K 1,031 +1,031 New
HGERS
25
Householder Group Estate & Retirement Specialist
Arizona
$27K 626 +626 New