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JPMorgan Small & Mid Cap Enhanced Equity ETF

149 hedge funds and large institutions have $1.27B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 33 reducing their positions, and 20 closing their positions.

Holders
149
Holders Change
+2
Holders Change %
+1.36%
% of All Funds
2.02%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
23
Increased
71
Reduced
33
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$588M 10,502,045 -120,586 -1%
LPL Financial
2
LPL Financial
California
$97.9M 1,749,301 +221,099 +14%
CAG
3
Crestwood Advisors Group
Massachusetts
$63.6M 1,136,446 +1,136,446 New
SPWG
4
Syntegra Private Wealth Group
Missouri
$42.3M 755,850 -64,154 -8%
GVAG
5
Great Valley Advisor Group
Delaware
$38.7M 690,688 +690,688 New
Osaic Holdings
6
Osaic Holdings
Arizona
$29.9M 534,473 +54,159 +11%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$28.5M 509,316 +278,712 +121%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$24.8M 443,375 +25,205 +6%
TWP
9
Total Wealth Planning
Ohio
$22.2M 396,884 +61,373 +18%
WWM
10
Wagner Wealth Management
South Carolina
$20.5M 365,501 +29,539 +9%
CFS
11
CGC Financial Services
Oregon
$19.6M 349,276 +7,994 +2%
Raymond James Financial
12
Raymond James Financial
Florida
$19.4M 345,822 +185,164 +115%
MFP
13
Meridian Financial Partners
Virginia
$14.7M 261,978 +261,978 New
ARG
14
Advisory Resource Group
Oklahoma
$13.2M 236,038 -18,564 -7%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$12.3M 220,555 +26,453 +14%
ACM
16
Alpha Capital Management
Texas
$11.4M 204,176 +18,586 +10%
Jones Financial Companies
17
Jones Financial Companies
Missouri
$11.4M 203,711 +88,966 +78%
SL
18
Systelligence LLC
Minnesota
$10.9M 194,384 +4,760 +3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$9.76M 174,259 +35,640 +26%
CWA
20
Choice Wealth Advisors
Maine
$8.62M 153,944 +5,583 +4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$8.39M 149,866 +21,434 +17%
BDFN
22
Bond & Devick Financial Network
Minnesota
$8.12M 145,081 +82,198 +131%
VCP
23
Verus Capital Partners
Arizona
$7.93M 141,706 +60,312 +74%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$6.96M 124,297 +14,880 +14%
FZCM
25
Flynn Zito Capital Management
New York
$5.92M 105,826 -12,070 -10%