JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
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 21 closing their positions.
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: 8 → 12 (+4)
7% more capital invested
Capital invested by funds: $1.19B → $1.27B (+$77.8M)
10% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 21
1% more funds holding
Funds holding: 148 → 149 (+1)
0.62% more ownership
Funds ownership: 75.12% → 75.74% (+0.62%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAG
Crestwood Advisors Group
Boston,
Massachusetts
|
+$67.9M |
| 2 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$41.3M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$16.7M |
| 4 |
MFP
Meridian Financial Partners
Warrenton,
Virginia
|
+$15.7M |
| 5 |
LPL Financial
San Diego,
California
|
+$13.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$8.57M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$7.91M |
| 3 |
Citigroup
New York
|
-$7.56M |
| 4 |
JP Morgan Chase
New York
|
-$7.21M |
| 5 |
VAS
Valicenti Advisory Services
Elmira,
New York
|
-$7.01M |
JMEE Hedge Fund Activity: Q1 2025 in Review
149 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) for Q1 2025, worth a combined $1.27B — up 6.5% from $1.19B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new JMEE positions and 21 closed out — a net gain of 2 holders — while 71 added to existing stakes and 33 trimmed.
The largest buyer was Crestwood Advisors Group, opening a new position worth an estimated $67.9M. The largest seller was Redhawk Wealth Advisors, cutting an estimated $8.57M.
- 149 institutional investors held JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) as of Q1 2025, up from 148 in Q4 2024.
- Funds reported $1.27B of JPMorgan Small & Mid Cap Enhanced Equity ETF stock for Q1 2025, up 6.5% quarter-over-quarter.
- 23 funds opened new JPMorgan Small & Mid Cap Enhanced Equity ETF positions in Q1 2025 and 21 closed out, a net change of +2 holders.
- The largest JPMorgan Small & Mid Cap Enhanced Equity ETF buyer in Q1 2025 was Crestwood Advisors Group, an estimated $67.9M added.
- The largest JPMorgan Small & Mid Cap Enhanced Equity ETF seller in Q1 2025 was Redhawk Wealth Advisors, an estimated $8.57M sold.
Based on aggregated 13F filings for Q1 2025.