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JPMorgan Small & Mid Cap Enhanced Equity ETF

94 hedge funds and large institutions have $829M invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

80% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 20

16% more funds holding

Funds holding: 8194 (+13)

3% more capital invested

Capital invested by funds: $808M → $829M (+$20.7M)

0.68% less ownership

Funds ownership: 76.66%75.98% (-0.68%)

Holders
94
Holders Change
+13
Holders Change %
+16.05%
% of All Funds
1.36%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
20
Increased
36
Reduced
20
Closed
5
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
$605M -$16.3M -287,636 -3%
LPL Financial
2
LPL Financial
California
$46.7M +$8.98M +158,402 +24%
CFS
3
CGC Financial Services
Oregon
$18.1M +$18.2M +320,336 New
WWMSC
4
Wagner Wealth Management (South Carolina)
South Carolina
$16.3M -$291K -5,141 -2%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$12.6M +$3.73M +65,828 +42%
SL
6
Systelligence LLC
Minnesota
$11.2M -$770K -13,586 -6%
Osaic Holdings
7
Osaic Holdings
Arizona
$10.2M +$4.45M +78,468 +77%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$8.72M +$6.62M +116,830 +315%
CWA
9
Choice Wealth Advisors
Maine
$8.22M +$8.22M +145,089 New
SA
10
Stewardship Advisors
Pennsylvania
$6.46M +$848K +14,953 +15%
FZCM
11
Flynn Zito Capital Management
New York
$6.43M +$6.44M +113,595 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$4.92M +$2.65M +46,704 +116%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$4.02M +$1.1M +19,449 +38%
CFD
14
Creative Financial Designs
Indiana
$3.58M +$156K +2,744 +5%
TWP
15
Triad Wealth Partners
Kansas
$3.53M +$554K +9,768 +19%
LWM
16
Lakeridge Wealth Management
Ohio
$3.52M +$135K +2,380 +4%
WMA
17
West Michigan Advisors
Michigan
$3.47M -$61.5K -1,085 -2%
DWP
18
Destiny Wealth Partners
Florida
$3.41M -$3.12M -55,073 -48%
Stifel Financial
19
Stifel Financial
Missouri
$3M +$664K +11,714 +28%
KAS
20
Kestra Advisory Services
Texas
$2.69M +$65.9K +1,162 +3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.52M +$41.6K +733 +2%
PWA
22
PCG Wealth Advisors
Kansas
$2.29M +$408K +7,205 +22%
Jane Street
23
Jane Street
New York
$2.24M +$2.24M +39,577 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.24M +$650K +11,459 +41%
AAS
25
Ameritas Advisory Services
Nebraska
$2.18M +$2.18M +38,500 New