JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
39 hedge funds and large institutions have $630M invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
22% more funds holding
Funds holding: 32 → 39 (+7)
1% more capital invested
Capital invested by funds: $622M → $630M (+$7.77M)
0.16% less ownership
Funds ownership: 80.34% → 80.18% (-0.16%)
25% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
+$4.12M |
| 2 |
WWMSC
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
+$1.71M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.51M |
| 4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$1.49M |
| 5 |
WAG
Winthrop Advisory Group
Boston,
Massachusetts
|
+$431K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$21.1M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.69M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$1.27M |
| 4 |
RT
Rockland Trust
Hanover,
Massachusetts
|
-$851K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$398K |
JMEE Hedge Fund Activity: Q4 2022 in Review
39 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) for Q4 2022, worth a combined $630M — up 1.2% from $622M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new JMEE positions and 4 closed out — a net gain of 7 holders — while 9 added to existing stakes and 12 trimmed.
The largest buyer was Destiny Wealth Partners, opening a new position worth an estimated $4.12M. The largest seller was JP Morgan Chase, cutting an estimated $21.1M.
- 39 institutional investors held JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) as of Q4 2022, up from 32 in Q3 2022.
- Funds reported $630M of JPMorgan Small & Mid Cap Enhanced Equity ETF stock for Q4 2022, up 1.2% quarter-over-quarter.
- 11 funds opened new JPMorgan Small & Mid Cap Enhanced Equity ETF positions in Q4 2022 and 4 closed out, a net change of +7 holders.
- The largest JPMorgan Small & Mid Cap Enhanced Equity ETF buyer in Q4 2022 was Destiny Wealth Partners, an estimated $4.12M added.
- The largest JPMorgan Small & Mid Cap Enhanced Equity ETF seller in Q4 2022 was JP Morgan Chase, an estimated $21.1M sold.
Based on aggregated 13F filings for Q4 2022.