JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
178 hedge funds and large institutions have $1.88B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 89 increasing their positions, 50 reducing their positions, and 10 closing their positions.
564% more capital inflows, than outflows
Capital inflows: $306M | Capital outflows: $46M
78% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 50
60% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 10
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
4.13% more ownership
Funds ownership: 75.14% → 79.27% (+4.1%)
1% more funds holding
Funds holding: 176 → 178 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$164M |
| 2 |
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$27.8M |
| 3 |
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$19.3M |
| 4 |
Bank of New York Mellon
New York
|
+$13.3M |
| 5 |
LPL Financial
San Diego,
California
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAWM
Capital Advisors Wealth Management
Yakima,
Washington
|
-$13.2M |
| 2 |
CWA
Choice Wealth Advisors
Waterville,
Maine
|
-$8.27M |
| 3 |
Equitable Holdings
New York
|
-$3.56M |
| 4 |
FZCM
Flynn Zito Capital Management
Garden City,
New York
|
-$3.05M |
| 5 |
Axxcess Wealth Management
Carlsbad,
California
|
-$2.9M |
JMEE Hedge Fund Activity: Q1 2026 in Review
178 of the 8,211 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) for Q1 2026, worth a combined $1.88B — up 18% from $1.6B a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new JMEE positions and 10 closed out — a net gain of 6 holders — while 89 added to existing stakes and 50 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $164M. The largest seller was Capital Advisors Wealth Management, cutting an estimated $13.2M.
- 178 institutional investors held JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) as of Q1 2026, up from 176 in Q4 2025.
- Funds reported $1.88B of JPMorgan Small & Mid Cap Enhanced Equity ETF stock for Q1 2026, up 18% quarter-over-quarter.
- 16 funds opened new JPMorgan Small & Mid Cap Enhanced Equity ETF positions in Q1 2026 and 10 closed out, a net change of +6 holders.
- The largest JPMorgan Small & Mid Cap Enhanced Equity ETF buyer in Q1 2026 was Fidelity Investments, an estimated $164M added.
- The largest JPMorgan Small & Mid Cap Enhanced Equity ETF seller in Q1 2026 was Capital Advisors Wealth Management, an estimated $13.2M sold.
Based on aggregated 13F filings for Q1 2026.