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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.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 33

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

7% more capital invested

Capital invested by funds: $1.19B → $1.27B (+$77.8M)

1% more funds holding

Funds holding: 147149 (+2)

0.62% more ownership

Funds ownership: 75.11%75.74% (+0.62%)

Holders
149
Holders Change
+2
Holders Change %
+1.36%
% of All Funds
2%
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 Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$588M -$7.21M -120,586 -1%
LPL Financial
2
LPL Financial
California
$97.9M +$13.2M +221,099 +14%
CAG
3
Crestwood Advisors Group
Massachusetts
$63.6M +$67.9M +1,136,446 New
SPWG
4
Syntegra Private Wealth Group
Missouri
$42.3M -$3.83M -64,154 -8%
GVAG
5
Great Valley Advisor Group
Delaware
$38.7M +$41.3M +690,688 New
Osaic Holdings
6
Osaic Holdings
Arizona
$29.9M +$3.24M +54,159 +11%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$28.5M +$16.7M +278,712 +121%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$24.8M +$1.51M +25,205 +6%
TWP
9
Total Wealth Planning
Ohio
$22.2M +$3.67M +61,373 +18%
WWMSC
10
Wagner Wealth Management (South Carolina)
South Carolina
$20.5M +$1.77M +29,539 +9%
CFS
11
CGC Financial Services
Oregon
$19.6M +$478K +7,994 +2%
Raymond James Financial
12
Raymond James Financial
Florida
$19.4M +$11.1M +185,164 +115%
MFP
13
Meridian Financial Partners
Virginia
$14.7M +$15.7M +261,978 New
ARG
14
Advisory Resource Group
Oklahoma
$13.2M -$1.11M -18,564 -7%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$12.3M +$1.58M +26,453 +14%
ACM
16
Alpha Capital Management
Texas
$11.4M +$1.11M +18,586 +10%
Jones Financial Companies
17
Jones Financial Companies
Missouri
$11.4M +$5.32M +88,966 +78%
SL
18
Systelligence LLC
Minnesota
$10.9M +$285K +4,760 +3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$9.76M +$2.13M +35,640 +26%
CWA
20
Choice Wealth Advisors
Maine
$8.62M +$334K +5,583 +4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$8.39M +$1.28M +21,434 +17%
BDFN
22
Bond & Devick Financial Network
Minnesota
$8.12M +$4.91M +82,198 +131%
VCP
23
Verus Capital Partners
Arizona
$7.93M +$3.61M +60,312 +74%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$6.96M +$889K +14,880 +14%
FZCM
25
Flynn Zito Capital Management
New York
$5.92M -$721K -12,070 -10%