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JPMorgan Small & Mid Cap Enhanced Equity ETF

40 hedge funds and large institutions have $646M 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.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

3% more funds holding

Funds holding: 3940 (+1)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

3% more capital invested

Capital invested by funds: $630M → $646M (+$16.2M)

0.22% less ownership

Funds ownership: 80.18%79.97% (-0.22%)

Holders
40
Holders Change
+1
Holders Change %
+2.56%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
12
Reduced
11
Closed
6
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
$586M +$926 +19 +0%
LPL Financial
2
LPL Financial
California
$19.3M +$517K +10,608 +3%
RT
3
Rockland Trust
Massachusetts
$14.3M -$230K -4,729 -2%
WWMSC
4
Wagner Wealth Management (South Carolina)
South Carolina
$5.83M +$3.64M +74,650 +159%
DWP
5
Destiny Wealth Partners
Florida
$4.57M +$502K +10,302 +12%
Stifel Financial
6
Stifel Financial
Missouri
$2.3M -$15.4M -316,072 -87%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.83M +$70.8K +1,454 +4%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$1.81M +$21.5K +442 +1%
US Bancorp
9
US Bancorp
Minnesota
$1.65M -$3.46K -71 -0.2%
BFEC
10
Benjamin F. Edwards & Company
Missouri
$1.51M +$26.2K +537 +2%
ZIMP
11
Zimmermann Investment Management & Planning
Pennsylvania
$1.5M +$1.52M +31,271 New
Creative Planning
12
Creative Planning
Kansas
$996K
Osaic Holdings
13
Osaic Holdings
Arizona
$854K +$24.6K +505 +3%
IWM
14
IHT Wealth Management
Illinois
$799K +$812K +16,669 New
RA
15
Ruggaard & Associates
Ohio
$509K +$517K +10,621 New
CAN
16
Cetera Advisor Networks
California
$495K -$58K -1,191 -10%
WAG
17
Winthrop Advisory Group
Massachusetts
$402K -$24.5K -502 -6%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$365K +$27.5K +565 +8%
BDFN
19
Bond & Devick Financial Network
Minnesota
$306K
Bank of America
20
Bank of America
North Carolina
$256K +$12K +246 +5%
Citadel Advisors
21
Citadel Advisors
Florida
$241K -$515K -10,565 -68%
Morgan Stanley
22
Morgan Stanley
New York
$208K -$19.6K -402 -9%
UBS Group
23
UBS Group
Switzerland
$202K -$73.6K -1,511 -26%
Wells Fargo
24
Wells Fargo
California
$93.7K -$88.3K -1,813 -48%
GRP
25
Global Retirement Partners
California
$76.6K +$20.1K +413 +33%