JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
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.
73% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 11
50% more capital inflows, than outflows
Capital inflows: $80.7M | Capital outflows: $53.8M
43% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 47
4% more funds holding
Funds holding: 144 → 150 (+6)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
0.89% less ownership
Funds ownership: 74.96% → 74.07% (-0.89%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$22.2M |
| 2 |
CAWM
Capital Advisors Wealth Management
Yakima,
Washington
|
+$12.2M |
| 3 |
VCP
Verus Capital Partners
Scottsdale,
Arizona
|
+$6.1M |
| 4 |
Crestwood Advisors Group
Boston,
Massachusetts
|
+$4.69M |
| 5 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$3.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$9.85M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.41M |
| 3 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$4.75M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$3.77M |
| 5 |
FFP
Freedom Financial Partners
Oakdale,
Minnesota
|
-$3.42M |
JMEE Hedge Fund Activity: Q3 2025 in Review
150 of the 7,647 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) for Q3 2025, worth a combined $1.5B — up 8.8% from $1.38B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new JMEE positions and 11 closed out — a net gain of 8 holders — while 67 added to existing stakes and 47 trimmed.
The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $22.2M. The largest seller was LPL Financial, cutting an estimated $9.85M.
- 150 institutional investors held JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) as of Q3 2025, up from 144 in Q2 2025.
- Funds reported $1.5B of JPMorgan Small & Mid Cap Enhanced Equity ETF stock for Q3 2025, up 8.8% quarter-over-quarter.
- 19 funds opened new JPMorgan Small & Mid Cap Enhanced Equity ETF positions in Q3 2025 and 11 closed out, a net change of +8 holders.
- The largest JPMorgan Small & Mid Cap Enhanced Equity ETF buyer in Q3 2025 was Bank of New York Mellon, an estimated $22.2M added.
- The largest JPMorgan Small & Mid Cap Enhanced Equity ETF seller in Q3 2025 was LPL Financial, an estimated $9.85M sold.
Based on aggregated 13F filings for Q3 2025.