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JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) Institutional Ownership

JPMorgan Small & Mid Cap Enhanced Equity ETF logo
$63.15 -0.64 (-1.00%)
Closing price 10/9/2025 04:10 PM Eastern
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$63.11 -0.04 (-0.06%)
As of 10/9/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for JPMorgan Small & Mid Cap Enhanced Equity ETF (NYSEARCA:JMEE)

Number of
Institutional Buyers
(last 12 months)
129
Total
Institutional Inflows
(last 12 months)
$453.62M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$67.72M
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JMEE Institutional Buying and Selling by Quarter

JPMorgan Small & Mid Cap Enhanced Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2025Dynamic Advisor Solutions LLC4,687$297K0.0%-3.4%0.014%
10/9/2025Fermata Advisors LLC21,851$1.39M0.4%+2.6%0.067%
10/8/2025 Asset Allocation Strategies LLC19,314$1.23M0.2%-20.1%0.060%
10/6/2025 Destiny Wealth Partners LLC65,772$4.17M0.5%+3.2%0.204%
9/4/2025Osaic Holdings Inc.584,916$34.64M0.1%+9.4%1.875%
9/3/2025American Trust75,645$4.48M0.4%N/A0.242%
8/15/2025Tower Research Capital LLC TRC 25,725$1.52M0.0%N/A0.082%
8/15/2025 Asset Allocation Strategies LLC24,162$1.43M0.3%-19.6%0.077%
8/15/2025Equitable Holdings Inc.52,710$3.12M0.0%+17.1%0.169%
8/15/2025Ruggaard & Associates LLC28,071$1.66M0.7%-11.9%0.090%
8/15/2025Freedom Financial Partners LLC93,241$5.52M2.3%+4.2%0.299%
8/15/2025Great Valley Advisor Group Inc.845,752$50.08M1.1%+22.5%2.711%
8/15/2025Ameriprise Financial Inc.56,348$3.34M0.0%-6.1%0.181%
8/14/2025Jane Street Group LLC30,691$1.82M0.0%-48.0%0.098%
8/14/2025Raymond James Financial Inc.408,759$24.20M0.0%+18.2%1.310%
8/14/2025Heritage Wealth Management Inc.5,558$329K0.1%+39.1%0.018%
8/14/2025NewEdge Advisors LLC7,844$464K0.0%-21.2%0.025%
8/14/2025Banco de Sabadell S.A517$31K0.0%N/A0.002%
8/13/2025Avestar Capital LLC27,155$1.61M0.1%+18.9%0.087%
8/13/2025Capital Advisors Wealth Management LLC5,133$304K0.0%+16.7%0.016%
8/13/2025Baird Financial Group Inc.46,424$2.75M0.0%-4.1%0.149%
8/13/2025Elios Financial Group Inc.7,543$447K0.2%+15.7%0.024%
8/13/2025Smith Moore & CO.27,836$1.65M0.1%-21.3%0.089%
8/13/2025Northwestern Mutual Wealth Management Co.258,682$15.32M0.0%+17.3%0.829%
8/12/2025Steward Partners Investment Advisory LLC1,421$84K0.0%+80.1%0.005%
8/12/2025Global Retirement Partners LLC18,921$1.12M0.0%N/A0.061%
8/12/2025Barnes Pettey Financial Advisors LLC12,811$759K0.5%N/A0.041%
8/12/2025Cozad Asset Management Inc.8,228$487K0.0%-28.8%0.026%
8/12/2025MAI Capital Management4,041$239K0.0%+423.4%0.013%
8/12/2025JPMorgan Chase & Co.10,512,654$622.45M0.0%+0.1%33.694%
8/11/2025Western Wealth Management LLC10,524$623K0.0%+8.5%0.034%
8/8/2025Avantax Advisory Services Inc.49,854$2.95M0.0%+46.5%0.159%
8/8/2025Cetera Investment Advisers579,860$34.33M0.1%+13.9%1.848%
8/8/2025Advisory Resource Group286,683$16.97M3.3%+21.5%0.914%
8/7/2025Verus Capital Partners LLC132,146$7.82M0.6%-6.7%0.421%
8/7/2025Lakeridge Wealth Management LLC77,720$4.60M2.1%+3.1%0.248%
8/7/2025Nwam LLC10,691$649K0.1%-73.7%0.034%
8/6/2025Atlas Legacy Advisors LLC45,021$2.67M0.6%+6.8%0.143%
8/6/2025Mascagni Wealth Management Inc.4,390$260K0.2%-9.7%0.014%
8/6/2025Golden State Wealth Management LLC670$40K0.0%-32.4%0.002%
8/6/2025Stone House Investment Management LLC3,246$192K0.0%+369.8%0.010%
8/5/2025Crestwood Advisors Group LLC859,938$50.92M0.9%-24.3%2.741%
8/4/2025Creative Financial Designs Inc. ADV81,215$4.81M0.3%-4.4%0.259%
8/4/2025IFG Advisory LLC11,741$695K0.0%+8.9%0.037%
8/4/2025Spinnaker Trust3,554$210K0.0%N/A0.011%
8/4/2025Daymark Wealth Partners LLC14,711$871K0.0%+1.9%0.047%
8/1/2025Envestnet Asset Management Inc.140,176$8.30M0.0%+12.8%0.447%
7/31/2025B & T Capital Management DBA Alpha Capital Management197,209$11.68M2.0%-3.4%0.629%
7/31/2025West Michigan Advisors LLC69,047$4.09M1.2%+1.0%0.220%
7/30/2025Syntegra Private Wealth Group LLC799,983$47.37M4.8%+5.8%2.550%
7/30/2025WBH Advisory Inc.19,148$1.13M0.1%N/A0.061%
7/29/2025Systelligence LLC80,142$4.75M0.9%-58.8%0.255%
7/29/2025Stratos Wealth Partners LTD.3,406$202K0.0%N/A0.011%
7/29/2025Private Trust Co. NA5,268$312K0.0%-4.5%0.017%
7/29/2025Harbor Asset Planning Inc.8,746$518K0.5%N/A0.028%
7/28/2025WealthPlan Investment Management LLC11,876$703K0.1%N/A0.038%
7/28/2025CGC Financial Services LLC368,650$21.83M7.4%+5.5%1.175%
7/25/2025Northwest Capital Management Inc4,826$286K0.2%+23.0%0.015%
7/25/2025Total Clarity Wealth Management Inc.22,670$1.34M0.4%+53.4%0.072%
7/25/2025CWM LLC463,991$27.47M0.1%+4.6%1.479%
7/25/2025Concurrent Investment Advisors LLC32,626$1.93M0.0%+59.3%0.104%
7/24/2025Leo Wealth LLC18,776$1.11M0.1%N/A0.060%
7/22/2025Wells Trecaso Financial Group LLC26,064$1.54M0.5%+5.4%0.083%
7/21/2025Ameritas Advisory Services LLC916$54K0.0%N/A0.003%
7/21/2025Greenwood Capital Associates LLC18,489$1.10M0.1%+20.4%0.059%
7/21/2025Ashton Thomas Securities LLC28,823$1.71M0.4%-18.2%0.092%
7/21/2025Triad Wealth Partners LLC6,289$372K0.1%-35.5%0.020%
7/17/2025Janney Montgomery Scott LLC56,849$3.37M0.0%-33.6%0.180%
7/17/2025Fifth Third Securities Inc.41,172$2.44M0.2%+17.1%0.130%
7/17/2025Wagner Wealth Management LLC387,521$22.95M5.2%+6.0%1.226%
7/16/2025 Destiny Wealth Partners LLC63,706$3.77M0.5%+2.4%0.202%
7/15/2025Avaii Wealth Management LLC7,283$431K0.2%N/A0.023%
7/15/2025Total Wealth Planning LLC442,415$26.20M3.3%+11.5%1.400%
7/14/2025Rooted Wealth Advisors Inc.16,940$1.03M0.4%+8.7%0.054%
7/11/2025Bond & Devick Financial Network Inc.154,248$9.13M3.0%+6.3%0.491%
7/10/2025Rockland Trust Co.9,731$576K0.0%-4.7%0.031%
7/10/2025Wealth Enhancement Advisory Services LLC61,922$3.78M0.0%-5.4%0.197%
7/9/2025Fermata Advisors LLC21,297$1.26M0.3%-16.9%0.068%
7/8/2025Choice Wealth Advisors LLC156,587$9.27M4.2%+1.7%0.498%
7/8/2025 Legacy Private Trust Co.89,163$5.28M0.3%+418.9%0.284%
6/11/2025Fortitude Financial LLC67,249$3.77M3.6%+1.9%0.217%
5/19/2025Jane Street Group LLC58,969$3.30M0.0%-4.1%0.190%
5/16/2025Arete Wealth Advisors LLC8,735$489K0.0%-6.3%0.028%
5/16/2025Ruggaard & Associates LLC31,848$1.78M0.8%+7.8%0.103%
5/15/2025Ashton Thomas Securities LLC35,243$1.97M0.5%+5.2%0.114%
5/15/2025Royal Bank of Canada149,866$8.39M0.0%+16.7%0.484%
5/15/2025Baird Financial Group Inc.48,398$2.71M0.0%N/A0.156%
5/14/2025Triad Wealth Partners LLC9,747$546K0.2%-56.1%0.031%
5/14/2025Comerica Bank2,203$123K0.0%+33.7%0.007%
5/14/2025Northwestern Mutual Wealth Management Co.220,555$12.35M0.0%+13.6%0.712%
5/14/2025Kestra Advisory Services LLC80,724$4.52M0.0%+26.8%0.261%
5/14/2025Tradition Wealth Management LLC88,812$4.97M0.4%N/A0.287%
5/13/2025Raymond James Financial Inc.345,822$19.36M0.0%+115.3%1.117%
5/13/2025Stone House Investment Management LLC691$39K0.0%N/A0.002%
5/13/2025HighTower Advisors LLC7,194$403K0.0%-2.7%0.023%
5/12/2025Benjamin Edwards Inc.13,596$761K0.0%-32.5%0.044%
5/12/2025JPMorgan Chase & Co.10,502,045$587.90M0.0%-1.1%33.910%
5/12/2025National Bank of Canada FI44,469$2.49M0.0%+2.5%0.144%
5/9/2025West Michigan Advisors LLC68,346$3.83M1.3%+4.9%0.221%
5/9/2025Atria Wealth Solutions Inc.11,491$643K0.0%-26.8%0.037%
(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, 151 institutional investors and hedge funds held shares of JPMorgan Small & Mid Cap Enhanced Equity ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($622.45M), LPL Financial LLC ($97.93M), Crestwood Advisors Group LLC ($50.92M), Great Valley Advisor Group Inc. ($50.08M), Syntegra Private Wealth Group LLC ($47.37M), Osaic Holdings Inc. ($34.64M), and Cetera Investment Advisers ($34.33M).Learn more on JPMorgan Small & Mid Cap Enhanced Equity ETF's institutional investors.

Which institutional investors have been buying JPMorgan Small & Mid Cap Enhanced Equity ETF's stock?

Of the 144 institutional investors that purchased JPMorgan Small & Mid Cap Enhanced Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Crestwood Advisors Group LLC ($1.14M), Syntegra Private Wealth Group LLC ($864.14K), LPL Financial LLC ($807.13K), Cetera Investment Advisers ($485.72K), Total Wealth Planning LLC ($442.42K), Raymond James Financial Inc. ($408.76K), and CGC Financial Services LLC ($361.93K).

How much institutional buying is happening at JPMorgan Small & Mid Cap Enhanced Equity ETF?

Institutional investors have bought a total of 7,716,909 shares in the last 24 months. This purchase volume represents approximately $453.62M in transactions.

Which of JPMorgan Small & Mid Cap Enhanced Equity ETF's major shareholders have been selling company stock?

Of the 50 institutional investors that sold JPMorgan Small & Mid Cap Enhanced Equity ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Crestwood Advisors Group LLC ($276.51K), JPMorgan Chase & Co. ($195.02K), Redhawk Wealth Advisors Inc. ($143.40K), Systelligence LLC ($130.34K), Syntegra Private Wealth Group LLC ($64.15K), Triad Wealth Partners LLC ($55.98K), and Stewardship Advisors LLC ($42.99K).

How much institutional selling is happening at JPMorgan Small & Mid Cap Enhanced Equity ETF?

Institutional investors have sold a total of 1,160,291 shares in the last 24 months. This volume of shares sold represents approximately $67.72M in transactions.


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This page (NYSEARCA:JMEE) was last updated on 10/10/2025 by MarketBeat.com Staff
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