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

JPMorgan Small & Mid Cap Enhanced Equity ETF logo
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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)
123
Total
Institutional Inflows
(last 12 months)
$436.15M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$64.38M
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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
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%
8/6/2025 Atlas Legacy Advisors LLC45,021$2.67M0.6%+6.8%0.143%
8/6/2025 Mascagni Wealth Management Inc.4,390$260K0.2%-9.7%0.014%
8/6/2025 Golden State Wealth Management LLC670$40K0.0%-32.4%0.002%
8/6/2025 Stone House Investment Management LLC3,246$192K0.0%+369.8%0.010%
8/5/2025 Crestwood Advisors Group LLC859,938$50.92M0.9%-24.3%2.741%
8/4/2025 Creative Financial Designs Inc. ADV81,215$4.81M0.3%-4.4%0.259%
8/4/2025 IFG Advisory LLC11,741$695K0.0%+8.9%0.037%
8/4/2025 Spinnaker Trust3,554$210K0.0%N/A0.011%
8/4/2025 Daymark Wealth Partners LLC14,711$871K0.0%+1.9%0.047%
8/1/2025 Envestnet Asset Management Inc.140,176$8.30M0.0%+12.8%0.447%
7/31/2025 B & T Capital Management DBA Alpha Capital Management197,209$11.68M2.0%-3.4%0.629%
7/31/2025 West Michigan Advisors LLC69,047$4.09M1.2%+1.0%0.220%
7/30/2025 Syntegra Private Wealth Group LLC799,983$47.37M4.8%+5.8%2.550%
7/30/2025 WBH Advisory Inc.19,148$1.13M0.1%N/A0.061%
7/29/2025 Systelligence LLC80,142$4.75M0.9%-58.8%0.255%
7/29/2025 Stratos Wealth Partners LTD.3,406$202K0.0%N/A0.011%
7/29/2025 Private Trust Co. NA5,268$312K0.0%-4.5%0.017%
7/29/2025 Harbor Asset Planning Inc.8,746$518K0.5%N/A0.028%
7/28/2025 WealthPlan Investment Management LLC11,876$703K0.1%N/A0.038%
7/28/2025 CGC Financial Services LLC368,650$21.83M7.4%+5.5%1.175%
7/25/2025 Northwest Capital Management Inc4,826$286K0.2%+23.0%0.015%
7/25/2025 Total Clarity Wealth Management Inc.22,670$1.34M0.4%+53.4%0.072%
7/25/2025 CWM LLC463,991$27.47M0.1%+4.6%1.479%
7/25/2025 Concurrent Investment Advisors LLC32,626$1.93M0.0%+59.3%0.104%
7/24/2025 Leo Wealth LLC18,776$1.11M0.1%N/A0.060%
7/22/2025 Wells Trecaso Financial Group LLC26,064$1.54M0.5%+5.4%0.083%
7/21/2025 Ameritas Advisory Services LLC916$54K0.0%N/A0.003%
7/21/2025 Greenwood Capital Associates LLC18,489$1.10M0.1%+20.4%0.059%
7/21/2025 Ashton Thomas Securities LLC28,823$1.71M0.4%-18.2%0.092%
7/21/2025 Triad Wealth Partners LLC6,289$372K0.1%-35.5%0.020%
7/17/2025 Janney Montgomery Scott LLC56,849$3.37M0.0%-33.6%0.180%
7/17/2025 Fifth Third Securities Inc.41,172$2.44M0.2%+17.1%0.130%
7/17/2025 Wagner 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%
7/15/2025 Avaii Wealth Management LLC7,283$431K0.2%N/A0.023%
7/15/2025 Total Wealth Planning LLC442,415$26.20M3.3%+11.5%1.400%
7/14/2025 Rooted Wealth Advisors Inc.16,940$1.03M0.4%+8.7%0.054%
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7/11/2025 Bond & Devick Financial Network Inc.154,248$9.13M3.0%+6.3%0.491%
7/10/2025 Rockland Trust Co.9,731$576K0.0%-4.7%0.031%
7/10/2025 Wealth Enhancement Advisory Services LLC61,922$3.78M0.0%-5.4%0.197%
7/9/2025 Fermata Advisors LLC21,297$1.26M0.3%-16.9%0.068%
7/8/2025 Choice 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%
5/15/2025 Ashton 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%
5/14/2025 Triad 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%
5/13/2025 Stone 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%
5/9/2025 West Michigan Advisors LLC68,346$3.83M1.3%+4.9%0.221%
5/9/2025 Atria Wealth Solutions Inc.11,491$643K0.0%-26.8%0.037%
5/9/2025 Syntegra Private Wealth Group LLC755,850$42.31M4.9%-7.8%2.441%
5/9/2025Thoroughbred Financial Services LLC7,112$398K0.0%N/A0.023%
5/8/2025 IFG Advisory LLC10,778$603K0.0%+5.2%0.035%
5/8/2025 US Bancorp DE28,122$1.57M0.0%+2.0%0.091%
5/8/2025Elios Financial Group Inc.6,517$365K0.2%-4.1%0.021%
5/8/2025Cozad Asset Management Inc.11,558$647K0.1%-9.8%0.037%
5/7/2025 AWM Capital LLC4,484$251K0.0%N/A0.014%
5/7/2025 Atlas Legacy Advisors LLC42,159$2.42M0.6%N/A0.136%
5/7/2025LPL Financial LLC1,749,301$97.93M0.0%+14.5%5.648%
5/6/2025Cetera Investment Advisers509,316$28.51M0.1%+120.9%1.645%
5/6/2025Avantax Advisory Services Inc.34,026$1.91M0.0%+45.5%0.110%
5/6/2025Summit Wealth Partners LLC11,210$628K0.1%-4.1%0.036%
5/6/2025 Triumph Capital Management18,862$1.06M0.4%+5.4%0.061%
5/6/2025 Flynn Zito Capital Management LLC105,826$5.92M2.7%-10.2%0.342%
5/5/2025 Crestwood Advisors Group LLC1,136,446$63.62M1.2%N/A3.670%
5/5/2025 IFP Advisors Inc773$43K0.0%-18.9%0.002%
5/5/2025Kestra Private Wealth Services LLC15,626$875K0.0%+108.3%0.050%
5/5/2025PCG Wealth Advisors LLC42,163$2.36M0.8%-8.7%0.136%
5/5/2025Private Advisor Group LLC21,446$1.20M0.0%+20.7%0.069%
5/5/2025Nwam LLC40,711$2.28M0.2%+3.7%0.131%
5/2/2025PAX 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%
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4/29/2025Heritage 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%
4/25/2025Capital 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%
4/23/2025Balance Wealth LLC8,425$472K0.3%N/A0.028%
4/23/2025 Systelligence LLC194,384$10.88M2.6%+2.5%0.651%
(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, 142 institutional investors and hedge funds held shares of JPMorgan Small & Mid Cap Enhanced Equity ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($587.90M), LPL Financial LLC ($97.93M), Crestwood Advisors Group LLC ($50.92M), Syntegra Private Wealth Group LLC ($47.37M), Cetera Investment Advisers ($28.51M), CWM LLC ($27.47M), and Total Wealth Planning LLC ($26.20M).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 135 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), Total Wealth Planning LLC ($442.42K), Cetera Investment Advisers ($415.17K), CGC Financial Services LLC ($361.93K), and Raymond James Financial Inc. ($345.82K).

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

Institutional investors have bought a total of 7,425,694 shares in the last 24 months. This purchase volume represents approximately $436.15M in transactions.

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

Of the 46 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 1,104,196 shares in the last 24 months. This volume of shares sold represents approximately $64.38M in transactions.


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This page (NYSEARCA:JMEE) was last updated on 8/8/2025 by MarketBeat.com Staff
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