证券记录 · 已归档季度
JMEE
JPMorgan Small & Mid Cap Enhanced Equity ETF · Financial Services · Asset Management
31被追踪持有人
-1Δ持有人
16.89M持有股份
$1.09B报告持仓市值
+0新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 -3.1% ·
股份流向 -30.0% ·
净新建仓位 -3.2%
— 公式
广泛派发 — 持股数量下降且持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 10.52M | -50.1% | $676.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 10.52M | -50.1% | $676.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 1.95M | — | $125.56M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cwm, Llc | 958.74K | — | $61.72M | 0.2% | n/c | 1 | SEC ↗ |
| 5 | Cetera Investment Advisers | 660.27K | — | $42.51M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 426.67K | — | $27.48M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 426.67K | — | $27.48M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 426.67K | — | $27.48M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 406.15K | — | $26.15M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 385.04K | — | $24.79M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 385.04K | — | $24.79M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank of New York Mellon Corp | 367.10K | — | $23.63M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 367.10K | — | $23.63M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 367.10K | — | $23.63M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 257.39K | — | $16.57M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 204.91K | — | $13.19M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 153.32K | — | $9.87M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 153.32K | — | $9.87M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 153.32K | — | $9.87M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 137.35K | — | $8.84M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Stifel Financial Corp | 97.10K | — | $6.25M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Stifel Financial Corp | 97.10K | — | $6.25M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 65.76K | — | $4.23M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 49.65K | — | $3.20M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | UBS Group AG | 47.12K | — | $3.03M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | UBS Group AG | 47.12K | — | $3.03M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 43.44K | — | $3.00M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | National Bank Of Canada /Fi/ | 45.15K | — | $2.91M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Us Bancorp \De\ | 28.57K | — | $1.84M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Wealth Enhancement Advisory… | 25.96K | — | $1.74M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 17.73K | — | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Jane Street Group, Llc | 16.45K | — | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Bank Of America Corp /De/ | 7.87K | — | $506,928 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Bank Of America Corp /De/ | 7.87K | — | $506,928 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | HighTower Advisors, LLC | 6.67K | — | $429,473 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Creative Planning | 4.86K | — | $312,803 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 2.87K | -15.1% | $184,771 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 2.42K | — | $156,057 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 768 | +71.8% | $49,463 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Qube Research & Technologies Ltd | 572 | — | $36,825 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Fifth Third Bancorp | 418 | — | $26,911 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Wells Fargo & Company/Mn | 201 | — | $12,917 | 0.0% | n/c | 1 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| 本季度无新增被追踪买入方。 |
已清仓
| Citadel Advisors | $510,675 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 173 持有人, 17.86M 股份, $1.19B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q4 2025 ·
方法论 ·
通过API获取此数据