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JPMorgan Small & Mid Cap Enhanced Equity ETF

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.

Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
15
Reduced
11
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
$613M 12,212,241 +17 +0%
LPL Financial
2
LPL Financial
California
$23.4M 467,129 +65,365 +16%
RT
3
Rockland Trust
Massachusetts
$15M 299,786 +1,764 +0.6%
WWM
4
Wagner Wealth Management
South Carolina
$9.13M 182,063 +60,502 +50%
DWP
5
Destiny Wealth Partners
Florida
$5.85M 112,772 +17,471 +18%
ZIMP
6
Zimmermann Investment Management & Planning
Pennsylvania
$2.85M 56,791 +25,520 +82%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$2.17M 43,348 +5,529 +15%
Stifel Financial
8
Stifel Financial
Missouri
$2.05M 40,887 -7,069 -15%
US Bancorp
9
US Bancorp
Minnesota
$1.72M 34,300
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.62M 32,364 -5,743 -15%
BFEC
11
Benjamin F. Edwards & Company
Missouri
$1.61M 32,009 +551 +2%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$971K 19,367 +17,851 +1,178%
Creative Planning
13
Creative Planning
Kansas
$953K 19,001 -1,767 -9%
Osaic Holdings
14
Osaic Holdings
Arizona
$850K 16,954 -845 -5%
RA
15
Ruggaard & Associates
Ohio
$742K 14,791 +4,170 +39%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$640K 12,759 +198 +2%
PWA
17
PCG Wealth Advisors
Kansas
$590K 11,765 +11,765 New
CAN
18
Cetera Advisor Networks
California
$463K 9,227 -1,090 -11%
WAG
19
Winthrop Advisory Group
Massachusetts
$421K 8,389
BDFN
20
Bond & Devick Financial Network
Minnesota
$343K 6,829 +441 +7%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$283K 5,640 -1,975 -26%
PAG
22
Private Advisor Group
New Jersey
$272K 5,432 +5,432 New
Bank of America
23
Bank of America
North Carolina
$256K 5,099 -248 -5%
SWP
24
Stratos Wealth Partners
Ohio
$222K 4,426 +4,426 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$220K 4,392 +4,392 New