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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 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 4

293% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 14

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

24% more capital invested

Capital invested by funds: $829M → $1.03B (+$202M)

19% more funds holding

Funds holding: 94112 (+18)

1.75% less ownership

Funds ownership: 75.98%74.22% (-1.8%)

Holders
112
Holders Change
+18
Holders Change %
+19.15%
% of All Funds
1.61%
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
4
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
$652M +$1.03M +17,497 +0.2%
LPL Financial
2
LPL Financial
California
$67.1M +$16.2M +276,849 +34%
SPWG
3
Syntegra Private Wealth Group
Missouri
$48.8M +$47M +800,677 New
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$21.1M +$7.31M +124,646 +56%
CFS
5
CGC Financial Services
Oregon
$19.9M +$394K +6,719 +2%
WWMSC
6
Wagner Wealth Management (South Carolina)
South Carolina
$19M +$1.35M +22,964 +8%
ARG
7
Advisory Resource Group
Oklahoma
$15M +$14.4M +245,317 New
Osaic Holdings
8
Osaic Holdings
Arizona
$13.2M +$2.09M +35,559 +20%
SL
9
Systelligence LLC
Minnesota
$12.5M +$519K +8,848 +4%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$11.4M +$1.95M +33,241 +22%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$9.52M +$4.07M +69,436 +80%
CWA
12
Choice Wealth Advisors
Maine
$9.11M +$253K +4,303 +3%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$9.06M +$4.56M +77,656 +109%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$7.91M +$5.29M +90,220 +228%
FZCM
15
Flynn Zito Capital Management
New York
$6.95M +$19.8K +338 +0.3%
RWA
16
Redhawk Wealth Advisors
Minnesota
$6.03M +$4.42M +75,310 +319%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$5.45M +$4.27M +72,801 +440%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$4.88M +$2.09M +35,615 +80%
SA
19
Stewardship Advisors
Pennsylvania
$4.33M -$2.52M -42,990 -38%
CFD
20
Creative Financial Designs
Indiana
$4.28M +$414K +7,056 +11%
UBS Group
21
UBS Group
Switzerland
$3.99M +$3.51M +59,864 +1,061%
LWM
22
Lakeridge Wealth Management
Ohio
$3.88M +$89.6K +1,526 +2%
BDFN
23
Bond & Devick Financial Network
Minnesota
$3.83M +$3.06M +52,147 +486%
WMA
24
West Michigan Advisors
Michigan
$3.81M +$74.5K +1,270 +2%
Stifel Financial
25
Stifel Financial
Missouri
$3.73M +$483K +8,234 +16%