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JPMorgan Small & Mid Cap Enhanced Equity ETF

150 hedge funds and large institutions have $1.5B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 67 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

43% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 47

9% more capital invested

Capital invested by funds: $1.38B → $1.5B (+$121M)

4% more funds holding

Funds holding: 144150 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.53% less ownership

Funds ownership: 74.6%74.07% (-0.53%)

Holders
150
Holders Change
+6
Holders Change %
+4.17%
% of All Funds
1.97%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
19
Increased
67
Reduced
47
Closed
11
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
$668M +$1.45M +23,428 +0.2%
LPL Financial
2
LPL Financial
California
$115M -$9.85M -159,386 -8%
CAG
3
Crestwood Advisors Group
Massachusetts
$59.4M +$4.69M +75,929 +9%
GVAG
4
Great Valley Advisor Group
Delaware
$54.2M +$558K +9,035 +1%
SPWG
5
Syntegra Private Wealth Group
Missouri
$52M +$1.2M +19,366 +2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$34.9M -$1.79M -28,990 -5%
Osaic Holdings
7
Osaic Holdings
Arizona
$30.2M -$6.41M -103,838 -18%
TWP
8
Total Wealth Planning
Ohio
$30.1M +$2.02M +32,663 +7%
Raymond James Financial
9
Raymond James Financial
Florida
$28.5M +$2.5M +40,452 +10%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$27.4M -$1.93M -31,296 -7%
WWMSC
11
Wagner Wealth Management (South Carolina)
South Carolina
$24.9M +$315K +5,100 +1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$22.8M +$22.2M +359,712 New
CFS
13
CGC Financial Services
Oregon
$21.3M -$2.03M -32,867 -9%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$20.7M +$2.35M +38,088 +13%
MFP
15
Meridian Financial Partners
Virginia
$19.5M +$1.23M +19,920 +7%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$16M -$437K -7,078 -3%
ARG
17
Advisory Resource Group
Oklahoma
$15.4M -$2.67M -43,269 -15%
VCP
18
Verus Capital Partners
Arizona
$14.6M +$6.1M +98,720 +75%
CAWM
19
Capital Advisors Wealth Management
Washington
$12.8M +$12.2M +197,250 +3,843%
ACM
20
Alpha Capital Management
Texas
$12.8M +$301K +4,867 +2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$12.6M -$743K -12,020 -6%
BDFN
22
Bond & Devick Financial Network
Minnesota
$10.6M +$796K +12,878 +8%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$10.2M +$323K +5,230 +3%
CWA
24
Choice Wealth Advisors
Maine
$9.98M +$49.9K +807 +0.5%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$9.58M +$668K +10,811 +8%