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JPMorgan Small & Mid Cap Enhanced Equity ETF

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.

Holders
147
Holders Change
+35
Holders Change %
+31.25%
% of All Funds
1.96%
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
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$642M 10,622,631 -74,429 -0.7%
LPL Financial
2
LPL Financial
California
$92.4M 1,528,202 +427,626 +39%
SPWG
3
Syntegra Private Wealth Group
Missouri
$49.6M 820,004 +19,327 +2%
Osaic Holdings
4
Osaic Holdings
Arizona
$29.1M 480,314 +264,473 +123%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$25.3M 418,170 +71,346 +21%
CFS
6
CGC Financial Services
Oregon
$20.6M 341,282 +14,227 +4%
WWM
7
Wagner Wealth Management
South Carolina
$20.3M 335,962 +24,874 +8%
TWP
8
Total Wealth Planning
Ohio
$20.3M 335,511 +335,511 New
ARG
9
Advisory Resource Group
Oklahoma
$15.4M 254,602 +9,285 +4%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$13.9M 230,604 +74,365 +48%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$11.7M 194,102 +6,957 +4%
SL
12
Systelligence LLC
Minnesota
$11.5M 189,624 -16,102 -8%
ACM
13
Alpha Capital Management
Texas
$11.2M 185,590 +185,590 New
RWA
14
Redhawk Wealth Advisors
Minnesota
$9.82M 162,474 +63,538 +64%
Raymond James Financial
15
Raymond James Financial
Florida
$9.71M 160,658 +160,658 New
CWA
16
Choice Wealth Advisors
Maine
$8.97M 148,361 -1,031 -0.7%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$8.38M 138,619 +8,829 +7%
IAA
18
Independent Advisor Alliance
North Carolina
$7.91M 130,880 +130,880 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$7.77M 128,432 +48,416 +61%
Citigroup
20
Citigroup
New York
$7.56M 125,000 +125,000 New
FZCM
21
Flynn Zito Capital Management
New York
$7.13M 117,896 +3,963 +3%
VAS
22
Valicenti Advisory Services
New York
$7.01M 115,864 +115,864 New
Jones Financial Companies
23
Jones Financial Companies
Missouri
$6.94M 114,745 +73,599 +179%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$6.62M 109,417 +20,060 +22%
FFP
25
Freedom Financial Partners
Minnesota
$5.09M 84,213 +84,213 New