JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
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.
375% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 4
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
44% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 16
29% more funds holding
Funds holding: 51 → 66 (+15)
13% more capital invested
Capital invested by funds: $666M → $756M (+$89.8M)
0.01% less ownership
Funds ownership: 79.01% → 79% (-0.01%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4.45M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.38M |
| 3 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$2.83M |
| 4 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$2.29M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$4.31M |
| 2 |
RT
Rockland Trust
Hanover,
Massachusetts
|
-$2.76M |
| 3 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$661K |
| 4 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$558K |
| 5 |
ZIMP
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
-$432K |
JMEE Hedge Fund Activity: Q4 2023 in Review
66 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) for Q4 2023, worth a combined $756M — up 13% from $666M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new JMEE positions and 4 closed out — a net gain of 15 holders — while 23 added to existing stakes and 16 trimmed.
The largest buyer was LPL Financial, adding an estimated $4.45M. The largest seller was JP Morgan Chase, cutting an estimated $4.31M.
- 66 institutional investors held JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) as of Q4 2023, up from 51 in Q3 2023.
- Funds reported $756M of JPMorgan Small & Mid Cap Enhanced Equity ETF stock for Q4 2023, up 13% quarter-over-quarter.
- 19 funds opened new JPMorgan Small & Mid Cap Enhanced Equity ETF positions in Q4 2023 and 4 closed out, a net change of +15 holders.
- The largest JPMorgan Small & Mid Cap Enhanced Equity ETF buyer in Q4 2023 was LPL Financial, an estimated $4.45M added.
- The largest JPMorgan Small & Mid Cap Enhanced Equity ETF seller in Q4 2023 was JP Morgan Chase, an estimated $4.31M sold.
Based on aggregated 13F filings for Q4 2023.