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JPMorgan Small & Mid Cap Enhanced Equity ETF

172 hedge funds and large institutions have $1.59B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 79 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
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
JP Morgan Chase
1
JP Morgan Chase
New York
$677M
LPL Financial
2
LPL Financial
California
$126M
CAG
3
Crestwood Advisors Group
Massachusetts
$64M
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$61.7M
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$42.5M
SPWG
6
Syntegra Private Wealth Group
Missouri
$39.8M
GVAG
7
Great Valley Advisor Group
Delaware
$34.7M
Osaic Holdings
8
Osaic Holdings
Arizona
$27.5M
WWMSC
9
Wagner Wealth Management (South Carolina)
South Carolina
$26.6M
Jones Financial Companies
10
Jones Financial Companies
Missouri
$26.1M
Raymond James Financial
11
Raymond James Financial
Florida
$24.8M
Bank of New York Mellon
12
Bank of New York Mellon
New York
$23.6M
MFP
13
Meridian Financial Partners
Virginia
$22.5M
CFS
14
CGC Financial Services
Oregon
$22M
SWM
15
SHP Wealth Management
Massachusetts
$20.5M
VCP
16
Verus Capital Partners
Arizona
$16.6M
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$16.6M
ARG
18
Advisory Resource Group
Oklahoma
$15.8M
CAWM
19
Capital Advisors Wealth Management
Washington
$13.8M
ACM
20
Alpha Capital Management
Texas
$13.4M
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$13.2M
BDFN
22
Bond & Devick Financial Network
Minnesota
$11.5M
CWA
23
Choice Wealth Advisors
Maine
$10.1M
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$9.87M
RMS
25
Retirement Management Systems
Maryland
$9.41M