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JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE

147 hedge funds and large institutions have $1.19B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 62 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

617% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 6

158% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 24

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

31% more funds holding

Funds holding: 112 → 147 (+35)

15% more capital invested

Capital invested by funds: $1.03B → $1.19B (+$160M)

0.89% more ownership

Funds ownership: 74.22% → 75.11% (+0.89%)

Holders
147
Holders Change
+35
Holders Change %
+31.25%
% of All Funds
1.94%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
43
Increased
62
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$26.8M
2
TWP
Total Wealth Planning
Ohio
+$21M
3
Osaic Holdings
Osaic Holdings
Arizona
+$16.6M
4
ACM
Alpha Capital Management
Texas
+$11.6M
5
IAA
Independent Advisor Alliance
North Carolina
+$8.2M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$4.66M
2
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
-$2.07M
3
TWP
Triad Wealth Partners
Kansas
-$1.44M
4
SL
Systelligence LLC
Minnesota
-$1.01M
5
AAS
Ameritas Advisory Services
Nebraska
-$754K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$642M -$4.66M -74,429 -0.7%
LPL Financial
2
LPL Financial
California
$92.4M +$26.8M +427,626 +39%
SPWG
3
Syntegra Private Wealth Group
Missouri
$49.6M +$1.21M +19,327 +2%
Osaic Holdings
4
Osaic Holdings
Arizona
$29.1M +$16.6M +264,473 +123%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$25.3M +$4.47M +71,346 +21%
CFS
6
CGC Financial Services
Oregon
$20.6M +$891K +14,227 +4%
WWMSC
7
Wagner Wealth Management (South Carolina)
South Carolina
$20.3M +$1.56M +24,874 +8%
TWP
8
Total Wealth Planning
Ohio
$20.3M +$21M +335,511 New
ARG
9
Advisory Resource Group
Oklahoma
$15.4M +$582K +9,285 +4%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$13.9M +$4.66M +74,365 +48%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$11.7M +$436K +6,957 +4%
SL
12
Systelligence LLC
Minnesota
$11.5M -$1.01M -16,102 -8%
ACM
13
Alpha Capital Management
Texas
$11.2M +$11.6M +185,590 New
RWA
14
Redhawk Wealth Advisors
Minnesota
$9.82M +$3.98M +63,538 +64%
Raymond James Financial
15
Raymond James Financial
Florida
$9.71M +$10.1M +160,658 New
CWA
16
Choice Wealth Advisors
Maine
$8.97M -$64.6K -1,031 -0.7%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$8.38M +$553K +8,829 +7%
IAA
18
Independent Advisor Alliance
North Carolina
$7.91M +$8.2M +130,880 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$7.77M +$3.03M +48,416 +61%
Citigroup
20
Citigroup
New York
$7.56M +$7.83M +125,000 New
FZCM
21
Flynn Zito Capital Management
New York
$7.13M +$248K +3,963 +3%
VAS
22
Valicenti Advisory Services
New York
$7.01M +$7.26M +115,864 New
Jones Financial Companies
23
Jones Financial Companies
Missouri
$6.94M +$4.61M +73,599 +179%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$6.62M +$1.26M +20,060 +22%
FFP
25
Freedom Financial Partners
Minnesota
$5.09M +$5.28M +84,213 New
1
2 3 4 5

JMEE Hedge Fund Activity: Q4 2024 in Review

147 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) for Q4 2024, worth a combined $1.19B — up 15% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new JMEE positions and 6 closed out — a net gain of 37 holders — while 62 added to existing stakes and 24 trimmed.

The largest buyer was LPL Financial, adding an estimated $26.8M. The largest seller was JP Morgan Chase, cutting an estimated $4.66M.

  • 147 institutional investors held JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) as of Q4 2024, up from 112 in Q3 2024.
  • Funds reported $1.19B of JPMorgan Small & Mid Cap Enhanced Equity ETF stock for Q4 2024, up 15% quarter-over-quarter.
  • 43 funds opened new JPMorgan Small & Mid Cap Enhanced Equity ETF positions in Q4 2024 and 6 closed out, a net change of +37 holders.
  • The largest JPMorgan Small & Mid Cap Enhanced Equity ETF buyer in Q4 2024 was LPL Financial, an estimated $26.8M added.
  • The largest JPMorgan Small & Mid Cap Enhanced Equity ETF seller in Q4 2024 was JP Morgan Chase, an estimated $4.66M sold.

Based on aggregated 13F filings for Q4 2024.