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JPMorgan Market Expansion Enhanced Equity ETF (JMEE) Institutional Ownership

JPMorgan Market Expansion Enhanced Equity ETF logo
$55.87 +1.27 (+2.33%)
As of 05/2/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for JPMorgan Market Expansion Enhanced Equity ETF (NYSEARCA:JMEE)

Number of
Institutional Buyers
(last 12 months)
105
Total
Institutional Inflows
(last 12 months)
$351.08M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$27.83M
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JMEE Institutional Buying and Selling by Quarter

JPMorgan Market Expansion Enhanced Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025 PAX Financial Group LLC8,736$489K0.1%+22.4%0.029%
5/1/2025 CWM LLC443,375$24.82M0.1%+6.0%1.485%
5/1/2025 B & T Capital Management DBA Alpha Capital Management204,176$11.43M2.2%+10.0%0.684%
5/1/2025 Fifth Third Securities Inc.35,154$1.97M0.2%+55.0%0.118%
4/29/2025 Heritage Wealth Management Inc.3,997$224K0.1%N/A0.013%
4/29/2025 Envestnet Asset Management Inc.124,297$6.96M0.0%+13.6%0.416%
4/29/2025 Concurrent Investment Advisors LLC20,482$1.15M0.0%+53.4%0.069%
4/28/2025 Strategic Financial Concepts LLC6,421$359K0.1%+15.6%0.022%
4/25/2025 Kendall Capital Management17,535$982K0.3%N/A0.059%
4/25/2025 Capital Advisors Wealth Management LLC4,400$246K0.0%N/A0.015%
4/23/2025 Creative Financial Designs Inc. ADV84,912$4.75M0.4%+7.9%0.284%
4/23/2025 Daymark Wealth Partners LLC14,439$808K0.0%N/A0.048%
4/23/2025 Balance Wealth LLC8,425$472K0.3%N/A0.028%
4/23/2025 Systelligence LLC194,384$10.88M2.6%+2.5%0.651%
4/23/2025 Crewe Advisors LLC515$29K0.0%N/A0.002%
4/22/2025 Cambridge Investment Research Advisors Inc.30,553$1.71M0.0%+5.9%0.102%
4/21/2025 Siligmueller & Norvid Wealth Advisors LLC22,800$1.28M0.5%-27.8%0.076%
4/21/2025 Advisory Resource Group236,038$13.21M2.7%-7.3%0.791%
4/21/2025 Envestnet Portfolio Solutions Inc.13,090$733K0.0%+11.5%0.044%
4/18/2025 Wells Trecaso Financial Group LLC24,723$1.38M0.5%+30.0%0.083%
4/18/2025 Cornerstone Wealth Management LLC5,961$334K0.0%-13.0%0.020%
4/18/2025 Prosperity Wealth Management Inc.5,854$328K0.2%+45.8%0.020%
4/18/2025 Wagner Wealth Management LLC365,501$20.46M5.1%+8.8%1.224%
4/17/2025 Janney Montgomery Scott LLC85,597$4.79M0.0%+15.8%0.287%
4/17/2025 Stewardship Advisors LLC73,380$4.11M1.1%+3.3%0.246%
4/16/2025 Lakeridge Wealth Management LLC75,382$4.22M2.1%+5.1%0.253%
4/16/2025 Wealth Enhancement Advisory Services LLC65,440$3.66M0.0%+10.8%0.219%
4/16/2025 Rockland Trust Co.10,212$572K0.0%-10.9%0.034%
4/15/2025 Total Wealth Planning LLC396,884$22.22M3.4%+18.3%1.330%
4/15/2025 Greenwood Capital Associates LLC15,350$859K0.1%+184.2%0.051%
4/15/2025 Redhawk Wealth Advisors Inc.19,078$1.07M0.1%-88.3%0.064%
4/14/2025 Daymark Wealth Partners LLC14,439$808K0.0%N/A0.048%
4/14/2025 Destiny Wealth Partners LLC62,239$3.48M0.6%+2.9%0.209%
4/14/2025 CGC Financial Services LLC349,276$19.55M7.7%+2.3%1.170%
4/14/2025 Meridian Financial Partners LLC261,978$14.67M7.4%N/A0.878%
4/11/2025 Adamsbrown Wealth Consultants LLC4,106$230K0.1%+6.5%0.014%
4/11/2025 Choice Wealth Advisors LLC153,944$8.62M4.5%+3.8%0.514%
4/10/2025 Breakwater Capital Group4,391$246K0.0%+9.7%0.015%
4/10/2025 Fermata Advisors LLC25,639$1.44M0.3%+4.8%0.086%
4/10/2025 Freedom Financial Partners LLC89,443$5.01M2.3%+6.2%0.298%
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4/9/2025 Merit Financial Group LLC36,921$2.07M0.0%+10.7%0.123%
4/9/2025 Bond & Devick Financial Network Inc.145,081$8.12M2.9%+130.7%0.484%
4/8/2025 Rooted Wealth Advisors Inc.15,591$873K0.4%+10.5%0.052%
4/4/2025 Legacy Private Trust Co.17,184$962K0.1%+66.0%0.057%
4/1/2025 Modus Advisors LLC9,349$523K0.2%+6.5%0.031%
3/24/2025 Mascagni Wealth Management Inc.2,368$143K0.1%N/A0.008%
3/21/2025Nestegg Advisors Inc.3,870$242K0.2%N/A0.013%
3/17/2025 Wealth Enhancement Advisory Services LLC59,062$3.57M0.0%N/A0.194%
2/24/2025Ameriflex Group Inc.1,101$69K0.0%N/A0.004%
2/17/2025Vienna Asset Management LLC39,286$2.38M1.6%N/A0.209%
2/17/2025Visionary Wealth Advisors22,226$1.34M0.1%+2.8%0.118%
2/17/2025D. E. Shaw & Co. Inc.9,104$551K0.0%-3.5%0.049%
2/17/2025Cetera Investment Advisers230,604$13.95M0.0%+47.6%1.229%
2/17/2025Benjamin Edwards Inc.20,128$1.22M0.0%-10.1%0.107%
2/17/2025Ameriprise Financial Inc.58,910$3.56M0.0%N/A0.314%
2/14/2025Jane Street Group LLC61,510$3.72M0.0%+74.8%0.328%
2/14/2025Triumph Capital Management17,897$1.08M0.4%+14.2%0.095%
2/14/2025Comerica Bank1,648$100K0.0%+16.2%0.009%
2/14/2025Stifel Financial Corp78,372$4.74M0.0%+28.0%0.418%
2/14/2025Concourse Financial Group Securities Inc.48,820$3.10M0.2%+17.5%0.260%
2/13/2025Advisory Services Network LLC5,578$337K0.0%N/A0.030%
2/13/2025Ruggaard & Associates LLC29,548$1.79M0.8%-2.1%0.157%
2/13/2025 Envestnet Asset Management Inc.109,417$6.62M0.0%+22.4%0.583%
2/13/2025Smith Moore & CO.19,848$1.20M0.1%N/A0.106%
2/12/2025 PAX Financial Group LLC7,135$431K0.1%-3.4%0.038%
2/12/2025Arete Wealth Advisors LLC9,326$565K0.0%+43.6%0.050%
2/12/2025 World Investment Advisors5,431$328K0.0%-4.2%0.029%
2/12/2025National Bank of Canada FI43,365$2.62M0.0%N/A0.231%
2/12/2025JPMorgan Chase & Co.10,622,631$642.35M0.0%-0.7%56.594%
2/11/2025Ashton Thomas Securities LLC33,498$2.03M0.6%+5.0%0.178%
2/11/2025LPL Financial LLC1,528,202$92.41M0.0%+38.9%8.142%
2/10/2025Thrivent Financial for Lutherans6,839$414K0.0%-25.4%0.036%
2/10/2025Cozad Asset Management Inc.12,812$775K0.1%+37.0%0.068%
2/10/2025 Creative Financial Designs Inc. ADV78,667$4.76M0.4%+11.9%0.419%
2/10/2025 Envestnet Portfolio Solutions Inc.11,739$710K0.0%+12.2%0.063%
2/10/2025Commonwealth Equity Services LLC138,619$8.38M0.0%+6.8%0.739%
2/10/2025Avantax Advisory Services Inc.23,392$1.42M0.0%N/A0.125%
2/7/2025HighTower Advisors LLC7,393$447K0.0%N/A0.039%
2/7/2025 Prosperity Wealth Management Inc.4,016$243K0.1%+8.3%0.021%
2/7/2025Independent Advisor Alliance130,880$7.91M0.1%N/A0.697%
2/7/2025Oak Harbor Wealth Partners LLC14,822$896K0.3%N/A0.079%
2/6/2025Raymond James Financial Inc.160,658$9.72M0.0%N/A0.856%
2/6/2025Triad Wealth Partners LLC22,188$1.34M0.5%-50.9%0.118%
2/6/2025Steward Partners Investment Advisory LLC799$48K0.0%+70.0%0.004%
2/6/2025Jones Financial Companies Lllp114,745$6.94M0.0%+178.9%0.611%
2/5/2025West Michigan Advisors LLC65,181$3.94M1.2%+4.3%0.347%
2/5/2025US Bancorp DE27,582$1.67M0.0%-14.6%0.147%
2/5/2025 Private Trust Co. NA5,581$337K0.0%-13.6%0.030%
2/5/2025Verus Capital Partners LLC81,394$4.92M0.4%+82.2%0.434%
2/5/2025Flynn Zito Capital Management LLC117,896$7.13M3.3%+3.5%0.628%
Think NVDA’s run was epic? You ain’t seen nothin’ yet (Ad)

Ask most investors and they’ll probably tell you Nvidia is the undisputed AI stock of the decade. In 2023, it surged 239%. And in 2024, it soared another 171% on the year… But what if I told you there was a way to target those types of “peak Nvidia” profit opportunities in 24 hours or less?

Click to find out what Nvidia’s CEO might reveal… and how Sykes is preparing to ride the wave.
2/5/2025Nwam LLC39,263$2.37M0.1%+10.2%0.209%
2/5/2025 Siligmueller & Norvid Wealth Advisors LLC31,583$1.91M0.8%N/A0.168%
2/4/2025 Twin Peaks Wealth Advisors LLC3,854$233K0.1%N/A0.021%
2/4/2025IFP Advisors Inc953$58K0.0%+32.5%0.005%
2/3/2025 Concurrent Investment Advisors LLC13,353$807K0.0%+32.0%0.071%
2/3/2025Private Advisor Group LLC17,763$1.07M0.0%+7.8%0.095%
1/31/2025Global Retirement Partners LLC4,745$287K0.0%+12.8%0.025%
1/31/2025Atria Wealth Solutions Inc.15,708$950K0.0%+9.3%0.084%
1/31/2025 Systelligence LLC189,624$11.47M2.8%-7.8%1.010%
1/30/2025 Strategic Financial Concepts LLC5,556$336K0.0%N/A0.030%
(Data available from 1/1/2016 forward)

JMEE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JMEE shares?

During the previous two years, 126 institutional investors and hedge funds held shares of JPMorgan Market Expansion Enhanced Equity ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($642.35M), LPL Financial LLC ($92.41M), Syntegra Private Wealth Group LLC ($49.59M), CWM LLC ($24.82M), Total Wealth Planning LLC ($22.22M), Wagner Wealth Management LLC ($20.46M), and CGC Financial Services LLC ($19.55M).Learn more on JMEE's institutional investors.

Which institutional investors have been buying JPMorgan Market Expansion Enhanced Equity ETF stock?

Of the 121 institutional investors that purchased JPMorgan Market Expansion Enhanced Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Syntegra Private Wealth Group LLC ($820.00K), LPL Financial LLC ($662.00K), Total Wealth Planning LLC ($396.88K), CGC Financial Services LLC ($342.56K), CWM LLC ($268.24K), Meridian Financial Partners LLC ($261.98K), and Advisory Resource Group ($254.60K).

How much institutional buying is happening at JPMorgan Market Expansion Enhanced Equity ETF?

Institutional investors have bought a total of 6,971,939 shares in the last 24 months. This purchase volume represents approximately $405.55M in transactions.

Which JPMorgan Market Expansion Enhanced Equity ETF major shareholders have been selling company stock?

Of the 34 institutional investors that sold JPMorgan Market Expansion Enhanced Equity ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Rockland Trust Co. ($289.57K), Redhawk Wealth Advisors Inc. ($152.85K), LPL Financial LLC ($117.92K), JPMorgan Chase & Co. ($105.71K), Destiny Wealth Partners LLC ($72.06K), Stewardship Advisors LLC ($42.99K), and Systelligence LLC ($42.12K).

How much institutional selling is happening at JPMorgan Market Expansion Enhanced Equity ETF?

Institutional investors have sold a total of 959,253 shares in the last 24 months. This volume of shares sold represents approximately $51.84M in transactions.


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This page (NYSEARCA:JMEE) was last updated on 5/3/2025 by MarketBeat.com Staff
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