JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
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.
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
3% more funds holding
Funds holding: 31 → 32 (+1)
2.07% more ownership
Funds ownership: 78.27% → 80.34% (+2.1%)
5% less capital invested
Capital invested by funds: $653M → $622M (-$30.3M)
27% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RT
Rockland Trust
Hanover,
Massachusetts
|
+$15.6M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.49M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$641K |
| 4 |
WWMSC
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
+$567K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$106K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$28M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$769K |
| 3 |
Jane Street
New York
|
-$621K |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
-$584K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$376K |
JMEE Hedge Fund Activity: Q3 2022 in Review
32 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) for Q3 2022, worth a combined $622M — down 4.6% from $653M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new JMEE positions and 7 closed out — a net gain of 1 holder — while 8 added to existing stakes and 11 trimmed.
The largest buyer was Rockland Trust, opening a new position worth an estimated $15.6M. The largest seller was JP Morgan Chase, cutting an estimated $28M.
- 32 institutional investors held JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) as of Q3 2022, up from 31 in Q2 2022.
- Funds reported $622M of JPMorgan Small & Mid Cap Enhanced Equity ETF stock for Q3 2022, down 4.6% quarter-over-quarter.
- 8 funds opened new JPMorgan Small & Mid Cap Enhanced Equity ETF positions in Q3 2022 and 7 closed out, a net change of +1 holder.
- The largest JPMorgan Small & Mid Cap Enhanced Equity ETF buyer in Q3 2022 was Rockland Trust, an estimated $15.6M added.
- The largest JPMorgan Small & Mid Cap Enhanced Equity ETF seller in Q3 2022 was JP Morgan Chase, an estimated $28M sold.
Based on aggregated 13F filings for Q3 2022.