JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
144 hedge funds and large institutions have $1.38B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 72 increasing their positions, 39 reducing their positions, and 23 closing their positions.
85% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 39
9% more capital invested
Capital invested by funds: $1.27B → $1.38B (+$109M)
1.14% less ownership
Funds ownership: 75.74% → 74.6% (-1.1%)
3% less funds holding
Funds holding: 149 → 144 (-5)
17% less funds holding in top 10
Funds holding in top 10: 12 → 10 (-2)
22% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$12.7M |
| 2 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$8.68M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$4.73M |
| 4 |
AT
American Trust
Lexington,
Kentucky
|
+$4.23M |
| 5 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$4.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAG
Crestwood Advisors Group
Boston,
Massachusetts
|
-$15.5M |
| 2 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$6.39M |
| 3 |
FF
Fortitude Financial
Spokane,
Washington
|
-$3.76M |
| 4 |
PWA
PCG Wealth Advisors
Overland Park,
Kansas
|
-$2.36M |
| 5 |
NL
NWAM LLC
Mercer Island,
Washington
|
-$1.68M |
JMEE Hedge Fund Activity: Q2 2025 in Review
144 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) for Q2 2025, worth a combined $1.38B — up 8.6% from $1.27B a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of JMEE and 18 opened new positions — a net loss of 5 holders — while 39 trimmed existing stakes and 72 added.
The largest buyer was LPL Financial, adding an estimated $12.7M. The largest seller was Crestwood Advisors Group, cutting an estimated $15.5M.
- 144 institutional investors held JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) as of Q2 2025, down from 149 in Q1 2025.
- Funds reported $1.38B of JPMorgan Small & Mid Cap Enhanced Equity ETF stock for Q2 2025, up 8.6% quarter-over-quarter.
- 18 funds opened new JPMorgan Small & Mid Cap Enhanced Equity ETF positions in Q2 2025 and 23 closed out, a net change of -5 holders.
- The largest JPMorgan Small & Mid Cap Enhanced Equity ETF buyer in Q2 2025 was LPL Financial, an estimated $12.7M added.
- The largest JPMorgan Small & Mid Cap Enhanced Equity ETF seller in Q2 2025 was Crestwood Advisors Group, an estimated $15.5M sold.
Based on aggregated 13F filings for Q2 2025.