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JPMorgan Small & Mid Cap Enhanced Equity ETF

81 hedge funds and large institutions have $808M invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
81
Holders Change
+15
Holders Change %
+22.73%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
22
Increased
33
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$642M 10,967,199 -1,126,300 -9%
LPL Financial
2
LPL Financial
California
$38.9M 665,325 +225,906 +51%
WWM
3
Wagner Wealth Management
South Carolina
$17.2M 293,265 +100,213 +52%
SL
4
Systelligence LLC
Minnesota
$12.3M 210,464 -1,130 -0.5%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$9.15M 156,350 +102,276 +189%
DWP
6
Destiny Wealth Partners
Florida
$6.75M 115,325 -16,985 -13%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.96M 101,814 +4,014 +4%
SA
8
Stewardship Advisors
Pennsylvania
$5.8M 99,135 +99,135 New
Citadel Advisors
9
Citadel Advisors
Florida
$4.99M 85,188 +85,188 New
WMA
10
West Michigan Advisors
Michigan
$3.65M 62,324 +62,324 New
CFD
11
Creative Financial Designs
Indiana
$3.54M 60,487 +3,105 +5%
LWM
12
Lakeridge Wealth Management
Ohio
$3.5M 59,807 +300 +0.5%
LWL
13
Leo Wealth LLC
Texas
$3.14M 54,031 +12,580 +30%
TWP
14
Triad Wealth Partners
Kansas
$3.07M 52,502 +52,502 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.02M 51,528 +2,366 +5%
WWM
16
WJ Wealth Management
Arizona
$2.79M 47,612 +47,612 New
KAS
17
Kestra Advisory Services
Texas
$2.71M 46,334 +31,875 +220%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.56M 43,668 +3,968 +10%
Stifel Financial
19
Stifel Financial
Missouri
$2.42M 41,279 +2,216 +6%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$2.35M 40,099 +15,390 +62%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$2.17M 37,074 +5,107 +16%
PWA
22
PCG Wealth Advisors
Kansas
$1.94M 33,147 +7,561 +30%
RWA
23
Redhawk Wealth Advisors
Minnesota
$1.94M 33,075 +2,658 +9%
US Bancorp
24
US Bancorp
Minnesota
$1.89M 32,284 -2,256 -7%
EH
25
Equitable Holdings
New York
$1.76M 29,990 +3,810 +15%