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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.

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 Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$590M 12,180,961 -31,280 -0.3%
LPL Financial
2
LPL Financial
California
$16.9M 349,214 -117,915 -25%
SL
3
Systelligence LLC
Minnesota
$10.8M 222,900 +222,900 New
WWM
4
Wagner Wealth Management
South Carolina
$9.54M 196,876 +14,813 +8%
DWP
5
Destiny Wealth Partners
Florida
$5.92M 122,164 +9,392 +8%
RT
6
Rockland Trust
Massachusetts
$4.26M 87,889 -211,897 -71%
ZIMP
7
Zimmermann Investment Management & Planning
Pennsylvania
$3.23M 66,589 +9,798 +17%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$2.06M 42,592 +10,228 +32%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$2M 41,306 +21,939 +113%
Stifel Financial
10
Stifel Financial
Missouri
$1.97M 40,649 -238 -0.6%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$1.82M 37,567 -5,781 -13%
US Bancorp
12
US Bancorp
Minnesota
$1.66M 34,300
Osaic Holdings
13
Osaic Holdings
Arizona
$1.42M 29,258 +12,304 +73%
RA
14
Ruggaard & Associates
Ohio
$1.36M 27,985 +13,194 +89%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.21M 24,927 +24,927 New
BFEC
16
Benjamin F. Edwards & Company
Missouri
$1.14M 23,524 -8,485 -27%
EH
17
Equitable Holdings
New York
$1.11M 23,003 +23,003 New
PWA
18
PCG Wealth Advisors
Kansas
$1.02M 21,144 +9,379 +80%
Creative Planning
19
Creative Planning
Kansas
$921K 19,001
RWA
20
Redhawk Wealth Advisors
Minnesota
$884K 18,233 +18,233 New
Jane Street
21
Jane Street
New York
$813K 16,782 +16,782 New
PAG
22
Private Advisor Group
New Jersey
$804K 16,597 +11,165 +206%
SIS
23
Strategic Investment Solutions
Illinois
$687K 13,608 +13,392 +6,200%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$629K 12,975 +216 +2%
CAN
25
Cetera Advisor Networks
California
$448K 9,235 +8 +0.1%