JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
176 hedge funds and large institutions have $1.6B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 79 increasing their positions, 42 reducing their positions, and 13 closing their positions.
208% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 13
88% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 42
17% more funds holding
Funds holding: 150 → 176 (+26)
6% more capital invested
Capital invested by funds: $1.5B → $1.6B (+$95.3M)
1.07% more ownership
Funds ownership: 74.07% → 75.14% (+1.1%)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$33.7M |
| 2 |
LPL Financial
San Diego,
California
|
+$8.53M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$7M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$5.11M |
| 5 |
CAG
Crestwood Advisors Group
Boston,
Massachusetts
|
+$3.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWP
Total Wealth Planning
Cincinnati,
Ohio
|
-$28.8M |
| 2 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$20.3M |
| 3 |
SPWG
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
-$12.8M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$4.11M |
| 5 |
SWM
Schwallier Wealth Management
Grand Rapids,
Michigan
|
-$3.69M |
JMEE Hedge Fund Activity: Q4 2025 in Review
176 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) for Q4 2025, worth a combined $1.6B — up 6.4% from $1.5B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new JMEE positions and 13 closed out — a net gain of 27 holders — while 79 added to existing stakes and 42 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $33.7M. The largest seller was Total Wealth Planning, cutting an estimated $28.8M.
- 176 institutional investors held JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) as of Q4 2025, up from 150 in Q3 2025.
- Funds reported $1.6B of JPMorgan Small & Mid Cap Enhanced Equity ETF stock for Q4 2025, up 6.4% quarter-over-quarter.
- 40 funds opened new JPMorgan Small & Mid Cap Enhanced Equity ETF positions in Q4 2025 and 13 closed out, a net change of +27 holders.
- The largest JPMorgan Small & Mid Cap Enhanced Equity ETF buyer in Q4 2025 was Carson Wealth (CWM LLC), an estimated $33.7M added.
- The largest JPMorgan Small & Mid Cap Enhanced Equity ETF seller in Q4 2025 was Total Wealth Planning, an estimated $28.8M sold.
Based on aggregated 13F filings for Q4 2025.