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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.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

106% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 16

23% more funds holding

Funds holding: 6681 (+15)

7% more capital invested

Capital invested by funds: $756M → $808M (+$52.5M)

2.34% less ownership

Funds ownership: 79%76.66% (-2.3%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

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 Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$642M -$61.6M -1,126,300 -9%
LPL Financial
2
LPL Financial
California
$38.9M +$12.3M +225,906 +51%
WWMSC
3
Wagner Wealth Management (South Carolina)
South Carolina
$17.2M +$5.48M +100,213 +52%
SL
4
Systelligence LLC
Minnesota
$12.3M -$61.8K -1,130 -0.5%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$9.15M +$5.59M +102,276 +189%
DWP
6
Destiny Wealth Partners
Florida
$6.75M -$928K -16,985 -13%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.96M +$219K +4,014 +4%
SA
8
Stewardship Advisors
Pennsylvania
$5.8M +$5.42M +99,135 New
Citadel Advisors
9
Citadel Advisors
Florida
$4.99M +$4.66M +85,188 New
WMA
10
West Michigan Advisors
Michigan
$3.65M +$3.41M +62,324 New
CFD
11
Creative Financial Designs
Indiana
$3.54M +$170K +3,105 +5%
LWM
12
Lakeridge Wealth Management
Ohio
$3.5M +$16.4K +300 +0.5%
LWL
13
Leo Wealth LLC
Texas
$3.14M +$688K +12,580 +30%
TWP
14
Triad Wealth Partners
Kansas
$3.07M +$2.87M +52,502 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.02M +$129K +2,366 +5%
WWM
16
WJ Wealth Management
Arizona
$2.79M +$2.6M +47,612 New
KAS
17
Kestra Advisory Services
Texas
$2.71M +$1.74M +31,875 +220%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.56M +$217K +3,968 +10%
Stifel Financial
19
Stifel Financial
Missouri
$2.42M +$121K +2,216 +6%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$2.35M +$841K +15,390 +62%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$2.17M +$279K +5,107 +16%
PWA
22
PCG Wealth Advisors
Kansas
$1.94M +$413K +7,561 +30%
RWA
23
Redhawk Wealth Advisors
Minnesota
$1.94M +$145K +2,658 +9%
US Bancorp
24
US Bancorp
Minnesota
$1.89M -$123K -2,256 -7%
EH
25
Equitable Holdings
New York
$1.76M +$208K +3,810 +15%