JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
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.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+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: 81 → 94 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFS
CGC Financial Services
Lake Oswego,
Oregon
|
+$18.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$8.98M |
| 3 |
CWA
Choice Wealth Advisors
Waterville,
Maine
|
+$8.22M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$6.62M |
| 5 |
FZCM
Flynn Zito Capital Management
Garden City,
New York
|
+$6.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$16.3M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$4.99M |
| 3 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
-$3.12M |
| 4 |
WWM
WJ Wealth Management
Glendale,
Arizona
|
-$2.79M |
| 5 |
LWL
Leo Wealth LLC
Hurst,
Texas
|
-$2.18M |
JMEE Hedge Fund Activity: Q2 2024 in Review
94 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) for Q2 2024, worth a combined $829M — up 2.6% from $808M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new JMEE positions and 5 closed out — a net gain of 15 holders — while 36 added to existing stakes and 20 trimmed.
The largest buyer was CGC Financial Services, opening a new position worth an estimated $18.2M. The largest seller was JP Morgan Chase, cutting an estimated $16.3M.
- 94 institutional investors held JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) as of Q2 2024, up from 81 in Q1 2024.
- Funds reported $829M of JPMorgan Small & Mid Cap Enhanced Equity ETF stock for Q2 2024, up 2.6% quarter-over-quarter.
- 20 funds opened new JPMorgan Small & Mid Cap Enhanced Equity ETF positions in Q2 2024 and 5 closed out, a net change of +15 holders.
- The largest JPMorgan Small & Mid Cap Enhanced Equity ETF buyer in Q2 2024 was CGC Financial Services, an estimated $18.2M added.
- The largest JPMorgan Small & Mid Cap Enhanced Equity ETF seller in Q2 2024 was JP Morgan Chase, an estimated $16.3M sold.
Based on aggregated 13F filings for Q2 2024.