JMEE
JPMorgan Small & Mid Cap Enhanced Equity ETF · Financial Services · Asset Management
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.1% ·
aandelenstroom -30.0% ·
netto nieuwe posities -3.2%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | n/a | −1 |
| Q3 2025 | 4 | -1 | 21.08M | $1.34B | n/a | −1 |
| Q2 2025 | 3 | 0 | 72.89K | $4.32M | n/a | n/a |
| Q1 2025 | 2 | +1 | 70.12K | $3.93M | +1 | n/a |
| Q4 2024 | 1 | 0 | 9.10K | $550,519 | n/a | n/a |
| Q3 2024 | 1 | 0 | 9.44K | $575,219 | n/a | n/a |
| Q2 2024 | 1 | n/a | 8.98K | $508,684 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 10.52M | -50.1% | $676.98M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 1.95M | n/a | $125.56M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Cwm, Llc | 958.74K | n/a | $61.72M | 0.2% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 660.27K | n/a | $42.51M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 426.67K | n/a | $27.48M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Jones Financial Companies Lllp | 406.15K | n/a | $26.15M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 385.04K | n/a | $24.79M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Bank of New York Mellon Corp | 367.10K | n/a | $23.63M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Northwestern Mutual Wealth… | 257.39K | n/a | $16.57M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 204.91K | n/a | $13.19M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 153.32K | n/a | $9.87M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Envestnet Asset Management Inc | 137.35K | n/a | $8.84M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Stifel Financial Corp | 97.10K | n/a | $6.25M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Mml Investors Services, Llc | 65.76K | n/a | $4.23M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Baird Financial Group, Inc. | 49.65K | n/a | $3.20M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 47.12K | n/a | $3.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Ameriprise Financial Inc | 43.44K | n/a | $3.00M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | National Bank Of Canada /Fi/ | 45.15K | n/a | $2.91M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Us Bancorp \De\ | 28.57K | n/a | $1.84M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 25.96K | n/a | $1.74M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 17.73K | n/a | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jane Street Group, Llc | 16.45K | n/a | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Bank Of America Corp /De/ | 7.87K | n/a | $506,928 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | HighTower Advisors, LLC | 6.67K | n/a | $429,473 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Creative Planning | 4.86K | n/a | $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 | n/a | $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 | n/a | $36,825 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fifth Third Bancorp | 418 | n/a | $26,911 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 201 | n/a | $12,917 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Citadel Advisors | $510,675 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 173 houders, 17.86M aandelen, $1.19B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.