Security record · archived quarter
JMEE
JPMorgan Small & Mid Cap Enhanced Equity ETF · Financial Services · Asset Management
34Tracked holders
+3Δ holders
19.89MShares held
$1.31BReported value
+4New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +9.7% ·
share flow +17.8% ·
net new positions +8.8%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 10.52M | 0.0% | $684.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 10.52M | 0.0% | $684.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 10.52M | 0.0% | $684.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 2.41M | +313133.6% | $160.62M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | LPL Financial LLC | 2.13M | +9.3% | $142.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Cwm, Llc | 1.05M | +9.9% | $70.36M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 7 | Cetera Investment Advisers | 680.75K | +3.1% | $45.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank of New York Mellon Corp | 562.79K | +53.3% | $37.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 562.79K | +53.3% | $37.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Bank of New York Mellon Corp | 562.79K | +53.3% | $37.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 459.41K | +13.1% | $30.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 416.08K | -2.5% | $27.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 416.08K | -2.5% | $27.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 399.61K | +3.8% | $26.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 399.61K | +3.8% | $26.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 257.58K | +0.1% | $17.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 184.22K | +20.2% | $12.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 184.22K | +20.2% | $12.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 184.22K | +20.2% | $12.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 174.98K | -14.6% | $11.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 139.49K | +1.6% | $9.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Stifel Financial Corp | 105.76K | +8.9% | $7.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Stifel Financial Corp | 105.76K | +8.9% | $7.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 91.66K | +39.4% | $6.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Baird Financial Group, Inc. | 49.41K | -0.5% | $3.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | UBS Group AG | 49.12K | +4.2% | $3.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 40.98K | -5.7% | $2.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | National Bank Of Canada /Fi/ | 39.49K | -12.6% | $2.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Jane Street Group, Llc | 33.08K | +101.1% | $2.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Us Bancorp \De\ | 28.66K | +0.3% | $1.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Us Bancorp \De\ | 28.66K | +0.3% | $1.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Wealth Enhancement Advisory… | 27.57K | +6.2% | $1.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Bank Of America Corp /De/ | 7.30K | -7.3% | $487,488 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Mariner, LLC | 6.62K | New | $441,794 | 0.0% | New | 1 | SEC ↗ |
| 35 | HighTower Advisors, LLC | 6.27K | -6.0% | $418,909 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Assetmark, Inc | 5.61K | New | $374,313 | 0.0% | New | 1 | SEC ↗ |
| 37 | Creative Planning | 5.30K | +9.0% | $353,727 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | BlackRock ✦ (passive) | 4.69K | New | $313,285 | 0.0% | New | 1 | SEC ↗ |
| 39 | BlackRock ✦ (passive) | 4.69K | New | $313,285 | 0.0% | New | 1 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 2.91K | +1.3% | $194,100 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 2.09K | -13.7% | $139,683 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Qube Research & Technologies Ltd | 289 | -49.5% | $19,297 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Fifth Third Bancorp | 238 | -43.1% | $15,891 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Wells Fargo & Company/Mn | 164 | -18.4% | $10,927 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Wells Fargo & Company/Mn | 164 | -18.4% | $10,927 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Rockefeller Capital Management L.P. | 14 | New | $935 | 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
| Mariner, LLC | $441,794 | 0.0% |
| Assetmark, Inc | $374,313 | 0.0% |
| BlackRock | $313,285 | 0.0% |
| BlackRock | $313,285 | 0.0% |
| Rockefeller Capital… | $935 | 0.0% |
Exited
| Susquehanna International… | $1.14M | 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: Q1 2026 ·
Methodology ·
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