JMEE
JPMorgan Small & Mid Cap Enhanced Equity ETF · Financial Services · Asset Management
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -3.1% ·
Aktienfluss -30.0% ·
neue Nettopositionen -3.2%
— Formel
Breite Distribution — sinkende Anteile und weniger Halter
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | +1 | 19.31M | $1.50B | +5 | −5 |
| 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 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 10.52M | -50.1% | $676.98M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 1.95M | — | $125.56M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Cwm, Llc | 958.74K | — | $61.72M | 0.2% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 660.27K | — | $42.51M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 426.67K | — | $27.48M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Jones Financial Companies Lllp | 406.15K | — | $26.15M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 385.04K | — | $24.79M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Bank of New York Mellon Corp | 367.10K | — | $23.63M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Northwestern Mutual Wealth… | 257.39K | — | $16.57M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 204.91K | — | $13.19M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 153.32K | — | $9.87M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Envestnet Asset Management Inc | 137.35K | — | $8.84M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Stifel Financial Corp | 97.10K | — | $6.25M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Mml Investors Services, Llc | 65.76K | — | $4.23M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Baird Financial Group, Inc. | 49.65K | — | $3.20M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 47.12K | — | $3.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Ameriprise Financial Inc | 43.44K | — | $3.00M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | National Bank Of Canada /Fi/ | 45.15K | — | $2.91M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Us Bancorp \De\ | 28.57K | — | $1.84M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 25.96K | — | $1.74M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 17.73K | — | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jane Street Group, Llc | 16.45K | — | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Bank Of America Corp /De/ | 7.87K | — | $506,928 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | HighTower Advisors, LLC | 6.67K | — | $429,473 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Creative Planning | 4.86K | — | $312,803 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 2.87K | -15.1% | $184,771 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 2.42K | — | $156,057 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 768 | +71.8% | $49,463 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Qube Research & Technologies Ltd | 572 | — | $36,825 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fifth Third Bancorp | 418 | — | $26,911 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 201 | — | $12,917 | 0.0% | n/c | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Citadel Advisors | $510,675 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 173 Inhaber, 17.86M Anteile, $1.19B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.