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JPMorgan Small & Mid Cap Enhanced Equity ETF

176 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 39 funds opening new positions, 80 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 12

90% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 42

17% more funds holding

Funds holding: 150176 (+26)

6% more capital invested

Capital invested by funds: $1.5B → $1.59B (+$92.6M)

0.94% more ownership

Funds ownership: 74.07%75.01% (+0.94%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
176
Holders Change
+26
Holders Change %
+17.33%
% of All Funds
2.14%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.11%
New
39
Increased
80
Reduced
42
Closed
12
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 -$1.32M -20,672 -0.2%
LPL Financial
2
LPL Financial
California
$126M +$8.53M +133,225 +7%
CAG
3
Crestwood Advisors Group
Massachusetts
$64M +$3.75M +58,599 +6%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$61.7M +$33.7M +526,040 +122%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$42.5M +$7M +109,404 +20%
SPWG
6
Syntegra Private Wealth Group
Missouri
$39.8M -$12.8M -200,378 -24%
GVAG
7
Great Valley Advisor Group
Delaware
$34.7M -$20.3M -316,568 -37%
Osaic Holdings
8
Osaic Holdings
Arizona
$27.5M -$3.48M -54,406 -11%
WWMSC
9
Wagner Wealth Management (South Carolina)
South Carolina
$26.6M +$1.3M +20,246 +5%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$26.1M +$5.11M +79,805 +24%
Raymond James Financial
11
Raymond James Financial
Florida
$24.8M -$4.11M -64,171 -14%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$23.6M +$473K +7,383 +2%
MFP
13
Meridian Financial Partners
Virginia
$22.5M +$1.4M +21,794 +7%
CFS
14
CGC Financial Services
Oregon
$22M +$419K +6,543 +2%
SWM
15
SHP Wealth Management
Massachusetts
$20.5M +$20.4M +318,729 New
VCP
16
Verus Capital Partners
Arizona
$16.6M +$1.72M +26,873 +12%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$16.6M +$370K +5,785 +2%
ARG
18
Advisory Resource Group
Oklahoma
$15.8M +$89.5K +1,399 +0.6%
CAWM
19
Capital Advisors Wealth Management
Washington
$13.8M +$741K +11,582 +6%
ACM
20
Alpha Capital Management
Texas
$13.4M +$355K +5,553 +3%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$13.2M +$381K +5,953 +3%
BDFN
22
Bond & Devick Financial Network
Minnesota
$11.5M +$721K +11,261 +7%
CWA
23
Choice Wealth Advisors
Maine
$10.1M +$12.5K +195 +0.1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$9.87M -$502K -7,838 -5%
RMS
25
Retirement Management Systems
Maryland
$9.41M +$9.36M +146,208 New