Security record · archived quarter
JMEE
JPMorgan Small & Mid Cap Enhanced Equity ETF · Financial Services · Asset Management
4Tracked holders
-1Δ holders
21.08MShares held
$1.34BReported value
+0New positions
−1Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
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 · Q3 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 21.07M | — | $1.34B | 0.0% | n/c | 1 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 21.07M | — | $1.34B | 0.0% | n/c | 1 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 21.07M | — | $1.34B | 0.0% | n/c | 1 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 21.07M | — | $1.34B | 0.0% | n/c | 1 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 21.07M | — | $1.34B | 0.0% | n/c | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 21.07M | — | $1.34B | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 8.05K | -88.3% | $510,675 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 3.38K | — | $214,351 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 3.38K | — | $214,351 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Fidelity (FMR) ✦ | 447 | +47.5% | $28,358 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| D. E. Shaw & Co. | $206,584 | 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: Q3 2025 ·
Methodology ·
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