Effectdossier · gearchiveerd kwartaal
JMEE
JPMorgan Small & Mid Cap Enhanced Equity ETF · Financial Services · Asset Management
34Gevolgde houders
+1Δ houders
19.32MGehouden aandelen
$1.50BGerapporteerde waarde
+5Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.0% ·
aandelenstroom +2.5% ·
netto nieuwe posities +2.9%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 9.78M | -7.0% | $757.86M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 9.78M | -7.0% | $757.86M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 9.78M | -7.0% | $757.86M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 3.09M | +28.4% | $240.99M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | LPL Financial LLC | 2.26M | +6.0% | $176.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Cetera Investment Advisers | 702.32K | +3.2% | $54.80M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | Jones Financial Companies Lllp | 618.48K | +34.6% | $47.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Jones Financial Companies Lllp | 618.48K | +34.6% | $47.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 580.19K | +3.1% | $45.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank of New York Mellon Corp | 580.19K | +3.1% | $45.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank of New York Mellon Corp | 580.19K | +3.1% | $45.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 463.39K | +11.4% | $36.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 463.39K | +11.4% | $36.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 463.39K | +11.4% | $36.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 455.64K | +14.0% | $35.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 455.64K | +14.0% | $35.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 231.43K | -10.2% | $18.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 191.94K | +9.7% | $14.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 190.28K | +3.3% | $14.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 190.28K | +3.3% | $14.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 190.28K | +3.3% | $14.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 143.63K | +3.0% | $11.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Stifel Financial Corp | 124.97K | +18.2% | $9.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Stifel Financial Corp | 124.97K | +18.2% | $9.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 117.25K | +27.9% | $9.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Baird Financial Group, Inc. | 51.42K | +4.1% | $4.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | UBS Group AG | 46.41K | -5.5% | $3.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 41.92K | Nieuw | $3.27M | 0.0% | New | 1 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 40.09K | -2.2% | $3.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Susquehanna International Group, Llp | 40.05K | Nieuw | $3.13M | 0.0% | New | 1 | SEC ↗ |
| 31 | National Bank Of Canada /Fi/ | 35.30K | -10.6% | $2.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Wealth Enhancement Advisory… | 33.12K | +20.1% | $2.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Us Bancorp \De\ | 26.90K | -6.1% | $2.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Two Sigma Investments ✦ | 8.50K | Nieuw | $663,255 | 0.0% | New | 1 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 8.17K | +180.9% | $637,274 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 8.17K | +180.9% | $637,274 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 8.17K | +180.9% | $637,274 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | HighTower Advisors, LLC | 6.43K | +2.4% | $501,414 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Assetmark, Inc | 5.82K | +3.9% | $454,291 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Mercer Global Advisors Inc /Adv | 5.31K | Nieuw | $414,209 | 0.0% | New | 1 | SEC ↗ |
| 41 | Creative Planning | 5.21K | -1.7% | $406,459 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 4.52K | +115.9% | $352,462 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | BlackRock ✦ (passief) | 3.69K | -21.4% | $287,696 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | BlackRock ✦ (passief) | 3.69K | -21.4% | $287,696 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Jane Street Group, Llc | 3.04K | -90.8% | $237,055 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Fifth Third Bancorp | 783 | +229.0% | $61,097 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Wells Fargo & Company/Mn | 757 | +361.6% | $59,041 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Wells Fargo & Company/Mn | 757 | +361.6% | $59,041 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Bank Of Montreal /Can/ | 611 | Nieuw | $36,104 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Goldman Sachs Group | $3.27M | 0.0% |
| Susquehanna International… | $3.13M | 0.0% |
| Two Sigma Investments | $663,255 | 0.0% |
| Mercer Global Advisors Inc… | $414,209 | 0.0% |
| Bank Of Montreal /Can/ | $36,104 | 0.0% |
Verlaten
| Bank Of America Corp /De/ | $487,488 | was 0.0% |
| Mariner, LLC | $441,794 | was 0.0% |
| Qube Research & Technologies… | $19,297 | was 0.0% |
| Rockefeller Capital… | $935 | 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.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q2 2026 ·
Methodologie ·
Verkrijg dit via de API