JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
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.
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: 66 → 81 (+15)
7% more capital invested
Capital invested by funds: $756M → $808M (+$52.7M)
2.32% less ownership
Funds ownership: 78.98% → 76.66% (-2.3%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$12.3M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$5.59M |
| 3 |
WWMSC
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
+$5.48M |
| 4 |
SA
Stewardship Advisors
Mount Joy,
Pennsylvania
|
+$5.42M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$4.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$61.6M |
| 2 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$2.5M |
| 3 |
ZIMP
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
-$1.8M |
| 4 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
-$928K |
| 5 |
Jane Street
New York
|
-$701K |
JMEE Hedge Fund Activity: Q1 2024 in Review
81 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) for Q1 2024, worth a combined $808M — up 7% from $756M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new JMEE positions and 6 closed out — a net gain of 16 holders — while 33 added to existing stakes and 16 trimmed.
The largest buyer was LPL Financial, adding an estimated $12.3M. The largest seller was JP Morgan Chase, cutting an estimated $61.6M.
- 81 institutional investors held JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) as of Q1 2024, up from 66 in Q4 2023.
- Funds reported $808M of JPMorgan Small & Mid Cap Enhanced Equity ETF stock for Q1 2024, up 7% quarter-over-quarter.
- 22 funds opened new JPMorgan Small & Mid Cap Enhanced Equity ETF positions in Q1 2024 and 6 closed out, a net change of +16 holders.
- The largest JPMorgan Small & Mid Cap Enhanced Equity ETF buyer in Q1 2024 was LPL Financial, an estimated $12.3M added.
- The largest JPMorgan Small & Mid Cap Enhanced Equity ETF seller in Q1 2024 was JP Morgan Chase, an estimated $61.6M sold.
Based on aggregated 13F filings for Q1 2024.