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JPMorgan Small & Mid Cap Enhanced Equity ETF

66 hedge funds and large institutions have $756M invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
66
Holders Change
+15
Holders Change %
+29.41%
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
23
Reduced
16
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
$650M 12,093,499 -87,462 -0.7%
LPL Financial
2
LPL Financial
California
$23.6M 439,419 +90,205 +26%
SL
3
Systelligence LLC
Minnesota
$11.4M 211,594 -11,306 -5%
WWM
4
Wagner Wealth Management
South Carolina
$10.4M 193,052 -3,824 -2%
DWP
5
Destiny Wealth Partners
Florida
$6.91M 132,310 +10,146 +8%
Osaic Holdings
6
Osaic Holdings
Arizona
$5.25M 97,800 +68,542 +234%
LWM
7
Lakeridge Wealth Management
Ohio
$3.2M 59,507 +59,507 New
ZIMP
8
Zimmermann Investment Management & Planning
Pennsylvania
$3.11M 57,833 -8,756 -13%
CFD
9
Creative Financial Designs
Indiana
$3.08M 57,382 +57,382 New
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$2.9M 54,074 +12,768 +31%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.64M 49,162 +6,570 +15%
AF
12
Advisornet Financial
Minnesota
$2.5M 46,478 +46,478 New
LWL
13
Leo Wealth LLC
Texas
$2.34M 41,451 +41,451 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.13M 39,700 +33,126 +504%
Stifel Financial
15
Stifel Financial
Missouri
$2.1M 39,063 -1,586 -4%
US Bancorp
16
US Bancorp
Minnesota
$1.86M 34,540 +240 +0.7%
RT
17
Rockland Trust
Massachusetts
$1.72M 31,998 -55,891 -64%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$1.72M 31,967 -5,600 -15%
RWA
19
Redhawk Wealth Advisors
Minnesota
$1.63M 30,417 +12,184 +67%
RA
20
Ruggaard & Associates
Ohio
$1.63M 30,389 +2,404 +9%
EH
21
Equitable Holdings
New York
$1.41M 26,180 +3,177 +14%
PWA
22
PCG Wealth Advisors
Kansas
$1.37M 25,586 +4,442 +21%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.33M 24,709 -218 -0.9%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$1.17M 21,753 -1,771 -8%
PAG
25
Private Advisor Group
New Jersey
$952K 17,725 +1,128 +7%