JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
44 hedge funds and large institutions have $686M invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
36% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 11
10% more funds holding
Funds holding: 40 → 44 (+4)
6% more capital invested
Capital invested by funds: $647M → $686M (+$39.5M)
0.28% more ownership
Funds ownership: 79.97% → 80.24% (+0.28%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.11M |
| 2 |
WWMSC
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
+$2.88M |
| 3 |
ZIMP
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
+$1.21M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$848K |
| 5 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
+$830K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$799K |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$336K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$273K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$241K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$93.9K |
JMEE Hedge Fund Activity: Q2 2023 in Review
44 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) for Q2 2023, worth a combined $686M — up 6.1% from $647M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new JMEE positions and 4 closed out — a net gain of 5 holders — while 15 added to existing stakes and 11 trimmed.
The largest buyer was LPL Financial, adding an estimated $3.11M. The largest seller was IHT Wealth Management, exiting entirely with an estimated $799K sold.
- 44 institutional investors held JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) as of Q2 2023, up from 40 in Q1 2023.
- Funds reported $686M of JPMorgan Small & Mid Cap Enhanced Equity ETF stock for Q2 2023, up 6.1% quarter-over-quarter.
- 9 funds opened new JPMorgan Small & Mid Cap Enhanced Equity ETF positions in Q2 2023 and 4 closed out, a net change of +5 holders.
- The largest JPMorgan Small & Mid Cap Enhanced Equity ETF buyer in Q2 2023 was LPL Financial, an estimated $3.11M added.
- The largest JPMorgan Small & Mid Cap Enhanced Equity ETF seller in Q2 2023 was IHT Wealth Management, an estimated $799K sold.
Based on aggregated 13F filings for Q2 2023.