证券记录 · 已归档季度
JMEE
JPMorgan Small & Mid Cap Enhanced Equity ETF · Financial Services · Asset Management
34被追踪持有人
+1Δ持有人
19.32M持有股份
$1.50B报告持仓市值
+5新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 +3.0% ·
股份流向 +2.5% ·
净新建仓位 +2.9%
— 公式
广泛积累 — 持股数量上升且持有人增多
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2026
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 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 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 | 新增 | $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 | 新增 | $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 | 新增 | $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 | 新增 | $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 ✦ (被动) | 3.69K | -21.4% | $287,696 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | BlackRock ✦ (被动) | 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 | 新增 | $36,104 | 0.0% | New | 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
| 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% |
已清仓
| Bank Of America Corp /De/ | $487,488 | 曾为 0.0% |
| Mariner, LLC | $441,794 | 曾为 0.0% |
| Qube Research & Technologies… | $19,297 | 曾为 0.0% |
| Rockefeller Capital… | $935 | 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: Q2 2026 ·
方法论 ·
通过API获取此数据