JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
40 hedge funds and large institutions have $647M invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 6 closing their positions.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
3% more funds holding
Funds holding: 39 → 40 (+1)
9% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 11
3% more capital invested
Capital invested by funds: $630M → $647M (+$16.8M)
0.22% less ownership
Funds ownership: 80.18% → 79.97% (-0.22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWMSC
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
+$3.64M |
| 2 |
ZIMP
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
+$1.52M |
| 3 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$812K |
| 4 |
LPL Financial
San Diego,
California
|
+$517K |
| 5 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
+$502K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$15.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$515K |
| 3 |
TCWM
Total Clarity Wealth Management
St. Charles,
Illinois
|
-$467K |
| 4 |
RT
Rockland Trust
Hanover,
Massachusetts
|
-$230K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$157K |
JMEE Hedge Fund Activity: Q1 2023 in Review
40 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) for Q1 2023, worth a combined $647M — up 2.7% from $630M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new JMEE positions and 6 closed out — a net gain of 2 holders — while 12 added to existing stakes and 11 trimmed.
The largest buyer was Wagner Wealth Management (South Carolina), adding an estimated $3.64M. The largest seller was Stifel Financial, cutting an estimated $15.4M.
- 40 institutional investors held JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) as of Q1 2023, up from 39 in Q4 2022.
- Funds reported $647M of JPMorgan Small & Mid Cap Enhanced Equity ETF stock for Q1 2023, up 2.7% quarter-over-quarter.
- 8 funds opened new JPMorgan Small & Mid Cap Enhanced Equity ETF positions in Q1 2023 and 6 closed out, a net change of +2 holders.
- The largest JPMorgan Small & Mid Cap Enhanced Equity ETF buyer in Q1 2023 was Wagner Wealth Management (South Carolina), an estimated $3.64M added.
- The largest JPMorgan Small & Mid Cap Enhanced Equity ETF seller in Q1 2023 was Stifel Financial, an estimated $15.4M sold.
Based on aggregated 13F filings for Q1 2023.