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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
Holders
149
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$588M
LPL Financial
2
LPL Financial
California
$97.9M
CAG
3
Crestwood Advisors Group
Massachusetts
$63.6M
SPWG
4
Syntegra Private Wealth Group
Missouri
$42.3M
GVAG
5
Great Valley Advisor Group
Delaware
$38.7M
Osaic Holdings
6
Osaic Holdings
Arizona
$29.9M
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$28.5M
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$24.8M
TWP
9
Total Wealth Planning
Ohio
$22.2M
WWM
10
Wagner Wealth Management
South Carolina
$20.5M
CFS
11
CGC Financial Services
Oregon
$19.6M
Raymond James Financial
12
Raymond James Financial
Florida
$19.4M
MFP
13
Meridian Financial Partners
Virginia
$14.7M
ARG
14
Advisory Resource Group
Oklahoma
$13.2M
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$12.3M
ACM
16
Alpha Capital Management
Texas
$11.4M
Jones Financial Companies
17
Jones Financial Companies
Missouri
$11.4M
SL
18
Systelligence LLC
Minnesota
$10.9M
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$9.76M
CWA
20
Choice Wealth Advisors
Maine
$8.62M
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$8.39M
BDFN
22
Bond & Devick Financial Network
Minnesota
$8.12M
VCP
23
Verus Capital Partners
Arizona
$7.93M
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$6.96M
FZCM
25
Flynn Zito Capital Management
New York
$5.92M