JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
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.
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: 44 → 51 (+7)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$11.3M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.26M |
| 3 |
EH
Equitable Holdings
New York
|
+$1.16M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.11M |
| 5 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$921K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RT
Rockland Trust
Hanover,
Massachusetts
|
-$10.7M |
| 2 |
LPL Financial
San Diego,
California
|
-$5.96M |
| 3 |
JP Morgan Chase
New York
|
-$1.58M |
| 4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$429K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$292K |
JMEE Hedge Fund Activity: Q3 2023 in Review
51 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) for Q3 2023, worth a combined $666M — down 3% from $686M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new JMEE positions and 3 closed out — a net gain of 7 holders — while 19 added to existing stakes and 9 trimmed.
The largest buyer was Systelligence LLC, opening a new position worth an estimated $11.3M. The largest seller was Rockland Trust, cutting an estimated $10.7M.
- 51 institutional investors held JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) as of Q3 2023, up from 44 in Q2 2023.
- Funds reported $666M of JPMorgan Small & Mid Cap Enhanced Equity ETF stock for Q3 2023, down 3% quarter-over-quarter.
- 10 funds opened new JPMorgan Small & Mid Cap Enhanced Equity ETF positions in Q3 2023 and 3 closed out, a net change of +7 holders.
- The largest JPMorgan Small & Mid Cap Enhanced Equity ETF buyer in Q3 2023 was Systelligence LLC, an estimated $11.3M added.
- The largest JPMorgan Small & Mid Cap Enhanced Equity ETF seller in Q3 2023 was Rockland Trust, an estimated $10.7M sold.
Based on aggregated 13F filings for Q3 2023.