We are live on ! Find out more
JMEE icon

JPMorgan Small & Mid Cap Enhanced Equity ETF

51 hedge funds and large institutions have $666M invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

111% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 9

16% more funds holding

Funds holding: 4451 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $686M → $666M (-$20.3M)

1.23% less ownership

Funds ownership: 80.24%79.01% (-1.2%)

Holders
51
Holders Change
+7
Holders Change %
+15.91%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
19
Reduced
9
Closed
3
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
$590M -$1.58M -31,280 -0.3%
LPL Financial
2
LPL Financial
California
$16.9M -$5.96M -117,915 -25%
SL
3
Systelligence LLC
Minnesota
$10.8M +$11.3M +222,900 New
WWMSC
4
Wagner Wealth Management (South Carolina)
South Carolina
$9.54M +$748K +14,813 +8%
DWP
5
Destiny Wealth Partners
Florida
$5.92M +$474K +9,392 +8%
RT
6
Rockland Trust
Massachusetts
$4.26M -$10.7M -211,897 -71%
ZIMP
7
Zimmermann Investment Management & Planning
Pennsylvania
$3.23M +$495K +9,798 +17%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$2.06M +$517K +10,228 +32%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$2M +$1.11M +21,939 +113%
Stifel Financial
10
Stifel Financial
Missouri
$1.97M -$12K -238 -0.6%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$1.82M -$292K -5,781 -13%
US Bancorp
12
US Bancorp
Minnesota
$1.66M
Osaic Holdings
13
Osaic Holdings
Arizona
$1.42M +$621K +12,304 +73%
RA
14
Ruggaard & Associates
Ohio
$1.36M +$666K +13,194 +89%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.21M +$1.26M +24,927 New
BFEC
16
Benjamin F. Edwards & Company
Missouri
$1.14M -$429K -8,485 -27%
EH
17
Equitable Holdings
New York
$1.11M +$1.16M +23,003 New
PWA
18
PCG Wealth Advisors
Kansas
$1.02M +$474K +9,379 +80%
Creative Planning
19
Creative Planning
Kansas
$921K
RWA
20
Redhawk Wealth Advisors
Minnesota
$884K +$921K +18,233 New
Jane Street
21
Jane Street
New York
$813K +$848K +16,782 New
PAG
22
Private Advisor Group
New Jersey
$804K +$564K +11,165 +206%
SIS
23
Strategic Investment Solutions
Illinois
$687K +$676K +13,392 +6,200%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$629K +$10.9K +216 +2%
CAN
25
Cetera Advisor Networks
California
$448K +$404 +8 +0.1%