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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.

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 Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$586M 12,212,224 +19 +0%
LPL Financial
2
LPL Financial
California
$19.3M 401,764 +10,608 +3%
RT
3
Rockland Trust
Massachusetts
$14.3M 298,022 -4,729 -2%
WWM
4
Wagner Wealth Management
South Carolina
$5.83M 121,561 +74,650 +159%
DWP
5
Destiny Wealth Partners
Florida
$4.57M 95,301 +10,302 +12%
Stifel Financial
6
Stifel Financial
Missouri
$2.3M 47,956 -316,072 -87%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.83M 38,107 +1,454 +4%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$1.81M 37,819 +442 +1%
US Bancorp
9
US Bancorp
Minnesota
$1.65M 34,300 -71 -0.2%
BFEC
10
Benjamin F. Edwards & Company
Missouri
$1.51M 31,458 +537 +2%
ZIMP
11
Zimmermann Investment Management & Planning
Pennsylvania
$1.5M 31,271 +31,271 New
Creative Planning
12
Creative Planning
Kansas
$996K 20,768
Osaic Holdings
13
Osaic Holdings
Arizona
$854K 17,799 +505 +3%
IWM
14
IHT Wealth Management
Illinois
$799K 16,669 +16,669 New
RA
15
Ruggaard & Associates
Ohio
$509K 10,621 +10,621 New
CAN
16
Cetera Advisor Networks
California
$495K 10,317 -1,191 -10%
WAG
17
Winthrop Advisory Group
Massachusetts
$402K 8,389 -502 -6%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$365K 7,615 +565 +8%
BDFN
19
Bond & Devick Financial Network
Minnesota
$306K 6,388
Bank of America
20
Bank of America
North Carolina
$256K 5,347 +246 +5%
Citadel Advisors
21
Citadel Advisors
Florida
$241K 5,021 -10,565 -68%
Morgan Stanley
22
Morgan Stanley
New York
$208K 4,327 -402 -9%
UBS Group
23
UBS Group
Switzerland
$202K 4,203 -1,511 -26%
Wells Fargo
24
Wells Fargo
California
$93.7K 1,954 -1,813 -48%
GRP
25
Global Retirement Partners
California
$76.6K 1,651 +413 +33%