JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
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.
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: 4 → 6 (+2)
24% more capital invested
Capital invested by funds: $829M → $1.03B (+$202M)
19% more funds holding
Funds holding: 94 → 112 (+18)
1.75% less ownership
Funds ownership: 75.98% → 74.22% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPWG
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
+$47M |
| 2 |
LPL Financial
San Diego,
California
|
+$16.2M |
| 3 |
ARG
Advisory Resource Group
Tulsa,
Oklahoma
|
+$14.4M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$7.31M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$5.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Stewardship Advisors
Mount Joy,
Pennsylvania
|
-$2.52M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.16M |
| 3 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$1.21M |
| 4 |
TWP
Triad Wealth Partners
Lawrence,
Kansas
|
-$1M |
| 5 |
RT
Rockland Trust
Hanover,
Massachusetts
|
-$269K |
JMEE Hedge Fund Activity: Q3 2024 in Review
112 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) for Q3 2024, worth a combined $1.03B — up 24% from $829M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new JMEE positions and 4 closed out — a net gain of 19 holders — while 55 added to existing stakes and 14 trimmed.
The largest buyer was Syntegra Private Wealth Group, opening a new position worth an estimated $47M. The largest seller was Stewardship Advisors, cutting an estimated $2.52M.
- 112 institutional investors held JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) as of Q3 2024, up from 94 in Q2 2024.
- Funds reported $1.03B of JPMorgan Small & Mid Cap Enhanced Equity ETF stock for Q3 2024, up 24% quarter-over-quarter.
- 23 funds opened new JPMorgan Small & Mid Cap Enhanced Equity ETF positions in Q3 2024 and 4 closed out, a net change of +19 holders.
- The largest JPMorgan Small & Mid Cap Enhanced Equity ETF buyer in Q3 2024 was Syntegra Private Wealth Group, an estimated $47M added.
- The largest JPMorgan Small & Mid Cap Enhanced Equity ETF seller in Q3 2024 was Stewardship Advisors, an estimated $2.52M sold.
Based on aggregated 13F filings for Q3 2024.