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JPMorgan Small & Mid Cap Enhanced Equity ETF

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.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

22% more funds holding

Funds holding: 3239 (+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

Holders
39
Holders Change
+7
Holders Change %
+21.88%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
9
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$562M -$21.1M -436,001 -3%
LPL Financial
2
LPL Financial
California
$18M +$1.51M +31,194 +9%
Stifel Financial
3
Stifel Financial
Missouri
$16.8M -$1.27M -26,218 -7%
RT
4
Rockland Trust
Massachusetts
$13.9M -$851K -17,544 -5%
DWP
5
Destiny Wealth Partners
Florida
$3.91M +$4.12M +84,999 New
WWMSC
6
Wagner Wealth Management (South Carolina)
South Carolina
$2.16M +$1.71M +35,270 +303%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$1.72M -$366K -7,550 -17%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.69M -$62.9K -1,296 -3%
US Bancorp
9
US Bancorp
Minnesota
$1.58M +$103K +2,118 +7%
BFEC
10
Benjamin F. Edwards & Company
Missouri
$1.42M +$1.49M +30,788 +23,149%
Creative Planning
11
Creative Planning
Kansas
$956K +$60.2K +1,242 +6%
Osaic Holdings
12
Osaic Holdings
Arizona
$795K +$11.2K +231 +1%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$726K -$61.4K -1,267 -7%
Citadel Advisors
14
Citadel Advisors
Florida
$718K -$1.69M -34,853 -69%
CAN
15
Cetera Advisor Networks
California
$530K -$10.3K -212 -2%
TCWM
16
Total Clarity Wealth Management
Illinois
$467K +$16.7K +344 +4%
WAG
17
Winthrop Advisory Group
Massachusetts
$409K +$431K +8,891 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$325K -$4.7K -97 -1%
BDFN
19
Bond & Devick Financial Network
Minnesota
$294K +$310K +6,388 New
UBS Group
20
UBS Group
Switzerland
$263K -$80.5K -1,660 -23%
Bank of America
21
Bank of America
North Carolina
$235K -$873 -18 -0.4%
Morgan Stanley
22
Morgan Stanley
New York
$218K -$24.2K -498 -10%
Wells Fargo
23
Wells Fargo
California
$173K +$28K +578 +18%
GJIA
24
Glass Jacobson Investment Advisors
Maryland
$96.7K +$102K +2,100 New
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$83.9K +$88.4K +1,823 New