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JPMorgan Small & Mid Cap Enhanced Equity ETF

112 hedge funds and large institutions have $1.03B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
112
Holders Change
+18
Holders Change %
+19.15%
% of All Funds
1.62%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
23
Increased
55
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$652M 10,697,060 +17,497 +0.2%
LPL Financial
2
LPL Financial
California
$67.1M 1,100,576 +276,849 +34%
SPWG
3
Syntegra Private Wealth Group
Missouri
$48.8M 800,677 +800,677 New
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$21.1M 346,824 +124,646 +56%
CFS
5
CGC Financial Services
Oregon
$19.9M 327,055 +6,719 +2%
WWM
6
Wagner Wealth Management
South Carolina
$19M 311,088 +22,964 +8%
ARG
7
Advisory Resource Group
Oklahoma
$15M 245,317 +245,317 New
Osaic Holdings
8
Osaic Holdings
Arizona
$13.2M 215,841 +35,559 +20%
SL
9
Systelligence LLC
Minnesota
$12.5M 205,726 +8,848 +4%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$11.4M 187,145 +33,241 +22%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$9.52M 156,239 +69,436 +80%
CWA
12
Choice Wealth Advisors
Maine
$9.11M 149,392 +4,303 +3%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$9.06M 148,633 +77,656 +109%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$7.91M 129,790 +90,220 +228%
FZCM
15
Flynn Zito Capital Management
New York
$6.95M 113,933 +338 +0.3%
RWA
16
Redhawk Wealth Advisors
Minnesota
$6.03M 98,936 +75,310 +319%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$5.45M 89,357 +72,801 +440%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$4.88M 80,016 +35,615 +80%
SA
19
Stewardship Advisors
Pennsylvania
$4.33M 71,098 -42,990 -38%
CFD
20
Creative Financial Designs
Indiana
$4.28M 70,287 +7,056 +11%
UBS Group
21
UBS Group
Switzerland
$3.99M 65,507 +59,864 +1,061%
LWM
22
Lakeridge Wealth Management
Ohio
$3.88M 63,713 +1,526 +2%
BDFN
23
Bond & Devick Financial Network
Minnesota
$3.83M 62,883 +52,147 +486%
WMA
24
West Michigan Advisors
Michigan
$3.81M 62,509 +1,270 +2%
Stifel Financial
25
Stifel Financial
Missouri
$3.73M 61,227 +8,234 +16%