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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.

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 Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$562M 12,212,205 -436,001 -3%
LPL Financial
2
LPL Financial
California
$18M 391,156 +31,194 +9%
Stifel Financial
3
Stifel Financial
Missouri
$16.8M 364,028 -26,218 -7%
RT
4
Rockland Trust
Massachusetts
$13.9M 302,751 -17,544 -5%
DWP
5
Destiny Wealth Partners
Florida
$3.91M 84,999 +84,999 New
WWM
6
Wagner Wealth Management
South Carolina
$2.16M 46,911 +35,270 +303%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$1.72M 37,377 -7,550 -17%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.69M 36,653 -1,296 -3%
US Bancorp
9
US Bancorp
Minnesota
$1.58M 34,371 +2,118 +7%
BFEC
10
Benjamin F. Edwards & Company
Missouri
$1.42M 30,921 +30,788 +23,149%
Creative Planning
11
Creative Planning
Kansas
$956K 20,768 +1,242 +6%
Osaic Holdings
12
Osaic Holdings
Arizona
$795K 17,294 +231 +1%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$726K 15,779 -1,267 -7%
Citadel Advisors
14
Citadel Advisors
Florida
$718K 15,586 -34,853 -69%
CAN
15
Cetera Advisor Networks
California
$530K 11,508 -212 -2%
TCWM
16
Total Clarity Wealth Management
Illinois
$467K 10,148 +344 +4%
WAG
17
Winthrop Advisory Group
Massachusetts
$409K 8,891 +8,891 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$325K 7,050 -97 -1%
BDFN
19
Bond & Devick Financial Network
Minnesota
$294K 6,388 +6,388 New
UBS Group
20
UBS Group
Switzerland
$263K 5,714 -1,660 -23%
Bank of America
21
Bank of America
North Carolina
$235K 5,101 -18 -0.4%
Morgan Stanley
22
Morgan Stanley
New York
$218K 4,729 -498 -10%
Wells Fargo
23
Wells Fargo
California
$173K 3,767 +578 +18%
GJIA
24
Glass Jacobson Investment Advisors
Maryland
$96.7K 2,100 +2,100 New
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$83.9K 1,823 +1,823 New