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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.

Holders
94
Holders Change
+13
Holders Change %
+16.05%
% of All Funds
1.37%
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 Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$605M 10,679,563 -287,636 -3%
LPL Financial
2
LPL Financial
California
$46.7M 823,727 +158,402 +24%
CFS
3
CGC Financial Services
Oregon
$18.1M 320,336 +320,336 New
WWM
4
Wagner Wealth Management
South Carolina
$16.3M 288,124 -5,141 -2%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$12.6M 222,178 +65,828 +42%
SL
6
Systelligence LLC
Minnesota
$11.2M 196,878 -13,586 -6%
Osaic Holdings
7
Osaic Holdings
Arizona
$10.2M 180,282 +78,468 +77%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$8.72M 153,904 +116,830 +315%
CWA
9
Choice Wealth Advisors
Maine
$8.22M 145,089 +145,089 New
SA
10
Stewardship Advisors
Pennsylvania
$6.46M 114,088 +14,953 +15%
FZCM
11
Flynn Zito Capital Management
New York
$6.43M 113,595 +113,595 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$4.92M 86,803 +46,704 +116%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$4.02M 70,977 +19,449 +38%
CFD
14
Creative Financial Designs
Indiana
$3.58M 63,231 +2,744 +5%
TWP
15
Triad Wealth Partners
Kansas
$3.53M 62,270 +9,768 +19%
LWM
16
Lakeridge Wealth Management
Ohio
$3.52M 62,187 +2,380 +4%
WMA
17
West Michigan Advisors
Michigan
$3.47M 61,239 -1,085 -2%
DWP
18
Destiny Wealth Partners
Florida
$3.41M 60,252 -55,073 -48%
Stifel Financial
19
Stifel Financial
Missouri
$3M 52,993 +11,714 +28%
KAS
20
Kestra Advisory Services
Texas
$2.69M 47,496 +1,162 +3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.52M 44,401 +733 +2%
PWA
22
PCG Wealth Advisors
Kansas
$2.29M 40,352 +7,205 +22%
Jane Street
23
Jane Street
New York
$2.24M 39,577 +39,577 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.24M 39,570 +11,459 +41%
AAS
25
Ameritas Advisory Services
Nebraska
$2.18M 38,500 +38,500 New