Security record
JMEE
JPMorgan Small & Mid Cap Enhanced Equity ETF · Financial Services · Asset Management
34Tracked holders
+1Δ holders
19.32MShares held
$1.50BReported value
+5New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth +3.0% ·
share flow +2.5% ·
net new positions +2.9%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 34 | +1 | 19.32M | $1.50B | +5 | −4 |
| Q1 2026 | 34 | +3 | 19.89M | $1.31B | +4 | −1 |
| Q4 2025 | 31 | -1 | 16.89M | $1.09B | — | −1 |
| Q3 2025 | 4 | -1 | 21.08M | $1.34B | — | −1 |
| Q2 2025 | 3 | 0 | 72.89K | $4.32M | — | — |
| Q1 2025 | 2 | +1 | 70.12K | $3.93M | +1 | — |
| Q4 2024 | 1 | 0 | 9.10K | $550,519 | — | — |
| Q3 2024 | 1 | 0 | 9.44K | $575,219 | — | — |
| Q2 2024 | 1 | — | 8.98K | $508,684 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 9.78M | -7.0% | $757.86M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 2 | Fidelity (FMR) ✦ | 3.09M | +28.4% | $240.99M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | LPL Financial LLC | 2.26M | +6.0% | $176.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Cetera Investment Advisers | 702.32K | +3.2% | $54.80M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | Jones Financial Companies Lllp | 618.48K | +34.6% | $47.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Bank of New York Mellon Corp | 580.19K | +3.1% | $45.27M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 7 | Osaic Holdings, Inc. | 463.39K | +11.4% | $36.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 8 | Raymond James Financial Inc | 455.64K | +14.0% | $35.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Northwestern Mutual Wealth… | 231.43K | -10.2% | $18.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 191.94K | +9.7% | $14.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 190.28K | +3.3% | $14.85M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 12 | Envestnet Asset Management Inc | 143.63K | +3.0% | $11.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Stifel Financial Corp | 124.97K | +18.2% | $9.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Mml Investors Services, Llc | 117.25K | +27.9% | $9.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Baird Financial Group, Inc. | 51.42K | +4.1% | $4.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | UBS Group AG | 46.41K | -5.5% | $3.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 41.92K | New | $3.27M | 0.0% | New | 1 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 40.09K | -2.2% | $3.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 40.05K | New | $3.13M | 0.0% | New | 1 | SEC ↗ |
| 20 | National Bank Of Canada /Fi/ | 35.30K | -10.6% | $2.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 33.12K | +20.1% | $2.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Us Bancorp \De\ | 26.90K | -6.1% | $2.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Two Sigma Investments ✦ | 8.50K | New | $663,255 | 0.0% | New | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 8.17K | +180.9% | $637,274 | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 25 | HighTower Advisors, LLC | 6.43K | +2.4% | $501,414 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Assetmark, Inc | 5.82K | +3.9% | $454,291 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Mercer Global Advisors Inc /Adv | 5.31K | New | $414,209 | 0.0% | New | 1 | SEC ↗ |
| 28 | Creative Planning | 5.21K | -1.7% | $406,459 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 4.52K | +115.9% | $352,462 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | BlackRock ✦ (passive) | 3.69K | -21.4% | $287,696 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 31 | Jane Street Group, Llc | 3.04K | -90.8% | $237,055 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Fifth Third Bancorp | 783 | +229.0% | $61,097 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 757 | +361.6% | $59,041 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 34 | Bank Of Montreal /Can/ | 611 | New | $36,104 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Goldman Sachs Group | $3.27M | 0.0% |
| Susquehanna International… | $3.13M | 0.0% |
| Two Sigma Investments | $663,255 | 0.0% |
| Mercer Global Advisors Inc… | $414,209 | 0.0% |
| Bank Of Montreal /Can/ | $36,104 | 0.0% |
Exited
| Bank Of America Corp /De/ | $487,488 | was 0.0% |
| Mariner, LLC | $441,794 | was 0.0% |
| Qube Research & Technologies… | $19,297 | was 0.0% |
| Rockefeller Capital… | $935 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 173 holders, 17.86M shares, $1.19B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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