JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) Institutional Ownership $73.47 0.00 (0.00%) As of 05/22/2026 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for JPMorgan Small & Mid Cap Enhanced Equity ETF (NYSEARCA:JMEE)Number ofInstitutional Buyers(last 12 months)137TotalInstitutional Inflows(last 12 months)$335.85MNumber ofInstitutional Sellers(last 12 months)65TotalInstitutional Outflows(last 12 months)$143.05M Get JMEE Insider Trade Alerts Want to know when executives and insiders are buying or selling JPMorgan Small & Mid Cap Enhanced Equity ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Subscribe Now View SMS TermsSMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy. Skip Chart & View Institutional Buying and Selling Data JMEE Institutional Buying and Selling by Quarter JPMorgan Small & Mid Cap Enhanced Equity ETF Major Shareholders & Ownership History ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/22/2026Verus Capital Partners LLC272,585$18.20M1.2%+5.8%0.751% 5/20/2026 Arete Wealth Advisors LLC23,066$1.54M0.1%+145.7%0.064% 5/19/2026 Western Wealth Management LLC11,522$769K0.0%+3.2%0.032% 5/19/2026 Bank of America Corp DE7,301$487K0.0%-7.3%0.020% 5/19/2026 Ashton Thomas Securities LLC53,881$3.60M0.5%+3.7%0.148% 5/19/2026 Arkadios Wealth Advisors407,600$27.22M0.4%N/A1.122% 5/19/2026 Arete Wealth Advisors LLC23,066$1.54M0.1%+145.7%0.064% 5/18/2026 Royal Bank of Canada184,225$12.30M0.0%+20.2%0.507% 5/15/2026 Gateway Wealth Partners LLC10,822$723K0.0%N/A0.030% 5/15/2026 Everest Financial Group LLC7,913$528K0.1%-28.6%0.022% Get the Latest News and Ratings for JMEE and Related StocksEnter your email address below to receive the latest news and analysts' ratings for JPMorgan Small & Mid Cap Enhanced Equity ETF and its competitors with MarketBeat's FREE daily newsletter. 5/14/2026 Modern Wealth Management LLC58,236$3.92M0.1%+122.5%0.160% 5/13/2026 Cetera Investment Advisers680,755$45.45M0.0%+3.1%1.874% 5/8/2026 PNC Financial Services Group Inc.2,092$140K0.0%-13.7%0.006% 5/7/2026 Scarborough Advisors LLC100,019$6.68M0.7%+0.5%0.275% 5/6/2026 Assetmark Inc.5,606$374K0.0%N/A0.015% 5/5/2026 Bank of New York Mellon Corp562,789$37.58M0.0%+53.3%1.550% 5/5/2026 Schwallier Wealth Management LLC56,020$3.74M2.7%-5.3%0.154% 5/5/2026 Luts & Greenleigh Group Inc.5,115$342K0.3%+4.7%0.014% 5/5/2026 Flynn Zito Capital Management LLC86,249$5.76M1.8%-34.2%0.237% 5/1/2026 American Trust57,600$3.85M0.3%-4.4%0.159% 4/30/2026 Kestra Advisory Services LLC101,580$6.78M0.0%+2.5%0.280% 4/30/2026 Greenwood Capital Associates LLC36,520$2.44M0.3%+11.7%0.101% 4/29/2026 SilverOak Wealth Management LLC30,260$2.02M0.3%+51.8%0.083% 4/29/2026 WealthPLAN Partners LLC16,280$1.09M0.2%+357.0%0.045% 4/28/2026 WBH Advisory Inc.26,139$1.76M0.1%+3.2%0.071% 4/27/2026 Syntegra Private Wealth Group LLC617,077$41.20M3.9%-0.3%1.687% 4/27/2026 World Investment Advisors4,311$288K0.0%-18.5%0.012% 4/27/2026 PAX Financial Group LLC13,486$900K0.2%+42.9%0.037% 4/27/2026 Private Advisor Group LLC107,480$7.18M0.0%+2.5%0.294% 4/27/2026 Platform Technology Partners54,707$3.65M0.7%N/A0.150% 4/24/2026 Barnes Pettey Financial Advisors LLC56,765$3.79M1.7%+198.7%0.155% 4/24/2026 Wagner Wealth Management LLC431,428$28.81M5.8%+4.5%1.180% 4/23/2026 Macco Financial Group Inc.106,864$7.14M5.4%-18.0%0.292% 4/23/2026 Asset Allocation Strategies LLC28,071$1.87M0.3%+34.0%0.077% 4/23/2026 Pinnacle Bancorp Inc.565$38K0.0%N/A0.002% 4/22/2026 Janney Montgomery Scott LLC3,178$212K0.0%-11.1%0.009% 4/22/2026 Harbor Asset Planning Inc.9,776$653K0.5%+3.4%0.027% 4/22/2026 Rooted Wealth Advisors Inc.19,695$1.43M0.4%+2.8%0.054% 4/20/2026 Kestra Private Wealth Services LLC5,841$390K0.0%-4.5%0.016% 4/20/2026 Breakwater Capital Group3,622$242K0.0%+5.0%0.010% ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.See the 5 stocks to avoid4/20/2026 Heritage Wealth Management Inc.9,011$602K0.3%+2.4%0.025% 4/17/2026 Krilogy Financial LLC6,173$438K0.0%-2.3%0.017% 4/17/2026 Total Clarity Wealth Management Inc.44,604$2.98M0.7%+22.5%0.122% 4/17/2026 Signal Advisors Wealth LLC3,310$221K0.0%N/A0.009% 4/17/2026 Stewardship Advisors LLC89,363$5.97M1.4%-15.8%0.245% 4/16/2026 Allegheny Financial Group47,348$3.16M0.4%+240.8%0.130% 4/16/2026 Freedom Financial Partners LLC12,746$851K0.3%-42.7%0.035% 3/13/2026 World Investment Advisors5,289$340K0.0%-5.3%0.016% 3/4/2026 SHP Wealth Management318,729$20.52M1.6%N/A0.954% 2/24/2026 Macco Financial Group Inc.130,271$8.39M7.2%N/A0.390% 2/20/2026Ruggaard & Associates LLC28,591$1.84M0.7%+1.1%0.086% 2/20/2026 McLaughlin Asset Management Inc.26,065$1.68M1.5%N/A0.078% 2/19/2026 Axxcess Wealth Management LLC45,017$2.90M0.0%N/A0.135% 2/18/2026 NewEdge Advisors LLC8,200$528K0.0%-2.8%0.025% 2/18/2026 Garton & Associates Financial Advisors LLC1,383$89K0.0%N/A0.004% 2/18/2026 Integrity Wealth Advisors Inc.24,423$1.57M1.1%N/A0.073% 2/18/2026 American Trust60,271$3.88M0.3%-16.3%0.180% 2/17/2026 Scarborough Advisors LLC99,565$6.41M1.1%+2.1%0.298% 2/17/2026 Cetera Investment Advisers660,274$42.51M0.0%+19.9%1.976% 2/17/2026 Equitable Holdings Inc.55,341$3.56M0.0%+1.8%0.166% 2/17/2026 Osaic Holdings Inc.426,672$27.48M0.0%-11.3%1.277% 2/17/2026 Advisory Services Network LLC5,217$336K0.0%-5.3%0.016% 2/17/2026 Private Advisor Group LLC104,876$6.75M0.0%+53.2%0.314% 2/17/2026 &PARTNERS17,412$1.12M0.0%-4.0%0.052% 2/17/2026 Royal Bank of Canada153,321$9.87M0.0%-4.9%0.459% 2/17/2026 Rothschild Wealth LLC20,726$1.33M0.1%N/A0.062% 2/16/2026 MML Investors Services LLC65,760$4.23M0.0%+209.9%0.197% 2/13/2026 Arete Wealth Advisors LLC9,389$604K0.0%+5.7%0.028% 2/13/2026 Kestra Advisory Services LLC99,146$6.38M0.0%+6.8%0.297% 2/13/2026 Stifel Financial Corp97,103$6.25M0.0%+13.8%0.291% 2/13/2026 Smartleaf Asset Management LLC398$26K0.0%N/A0.001% 2/13/2026 Greenline Wealth Management LLC2,245$145K0.2%N/A0.007% 2/13/2026 B & T Capital Management DBA Alpha Capital Management207,629$13.37M1.9%+2.7%0.621% 2/13/2026Total Wealth Planning LLC25,295$1.63M3.5%-94.7%0.076% 2/13/2026 Asset Allocation Strategies LLC20,955$1.35M0.3%+8.5%0.063% 2/12/2026 Jane Street Group LLC16,450$1.06M0.0%N/A0.049% 2/12/2026 Orion Porfolio Solutions LLC4,052$261K0.0%N/A0.012% 2/12/2026 Retirement Management Systems Inc.146,208$9.41M2.4%N/A0.437% 2/12/2026 Triumph Capital Management2,784$179K0.0%-12.2%0.008% 2/12/2026 Commonwealth Equity Services LLC204,913$13.19M0.0%+3.0%0.613% 2/12/2026 Sfam LLC5,220$336K0.3%N/A0.016% 2/12/2026 Steward Partners Investment Advisory LLC3,154$203K0.0%+100.4%0.009% 2/12/2026 WealthPLAN Partners LLC3,562$229K0.0%N/A0.011% 2/12/2026 Great Valley Advisor Group Inc.538,219$34.65M0.7%-37.0%1.610% 2/12/2026 Advisory Resource Group244,813$15.76M2.8%+0.6%0.733% 2/11/2026 Janney Montgomery Scott LLC3,576$230K0.0%-93.7%0.011% 2/11/2026 LPL Financial LLC1,950,272$125.56M0.0%+7.3%5.836% 2/11/2026 JPMorgan Chase & Co.10,515,410$676.98M0.0%-0.2%31.464% 2/11/2026 Tradition Wealth Management LLC118,511$7.63M0.5%+4.0%0.355% 2/11/2026 Schwallier Wealth Management LLC59,179$3.99M2.6%-49.4%0.177% Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.Get the name and ticker of Louis Navellier's #1 AI stock free2/11/2026 Vise Technologies Inc.9,703$625K0.0%N/A0.029% 2/11/2026Verus Capital Partners LLC257,739$16.59M1.0%+11.6%0.771% 2/10/2026 Avestar Capital LLC26,578$1.71M0.1%+1.0%0.080% 2/10/2026 Syntegra Private Wealth Group LLC618,971$39.85M3.7%-24.5%1.852% 2/10/2026 Bank of New York Mellon Corp367,095$23.63M0.0%+2.1%1.098% 2/10/2026 Natixis Advisors LLC13,957$899K0.0%N/A0.042% 2/10/2026 Root Financial Partners LLC1,162$75K0.0%N/A0.003% 2/10/2026 Rothschild Wealth LLC20,726$1.33M0.2%N/A0.062% 2/10/2026 Northwestern Mutual Wealth Management Co.257,389$16.57M0.0%+2.3%0.770% 2/10/2026 IFG Advisory LLC13,906$895K0.0%+8.6%0.042% JMEE Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of JMEE shares? During the previous two years, 193 institutional investors and hedge funds held shares of JPMorgan Small & Mid Cap Enhanced Equity ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($676.98M), LPL Financial LLC ($125.56M), Crestwood Advisors Group LLC ($64.02M), CWM LLC ($61.72M), Cetera Investment Advisers ($45.45M), Syntegra Private Wealth Group LLC ($41.20M), and Bank of New York Mellon Corp ($37.58M).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 179 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 ($1.27M), LPL Financial LLC ($940.35K), Syntegra Private Wealth Group LLC ($883.50K), CWM LLC ($762.34K), Cetera Investment Advisers ($600.21K), Total Wealth Planning LLC ($475.08K), and Raymond James Financial Inc. ($449.21K). How much institutional buying is happening at JPMorgan Small & Mid Cap Enhanced Equity ETF? Institutional investors have bought a total of 5,276,121 shares in the last 24 months. This purchase volume represents approximately $335.85M in transactions. Which of JPMorgan Small & Mid Cap Enhanced Equity ETF's major shareholders have been selling company stock? Of the 65 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: Total Wealth Planning LLC ($449.78K), Great Valley Advisor Group Inc. ($316.57K), Crestwood Advisors Group LLC ($276.51K), Syntegra Private Wealth Group LLC ($202.27K), Systelligence LLC ($114.24K), Janney Montgomery Scott LLC ($82.20K), and Freedom Financial Partners LLC ($80.50K). How much institutional selling is happening at JPMorgan Small & Mid Cap Enhanced Equity ETF? Institutional investors have sold a total of 2,267,333 shares in the last 24 months. This volume of shares sold represents approximately $143.05M in transactions. Related Companies VictoryShares Core Intermediate Bond ETF Major Shareholders Invesco RAFI US 1500 Small-Mid ETF Major Shareholders Franklin FTSE Taiwan ETF Major Shareholders Franklin FTSE India ETF Major Shareholders Invesco RAFI Developed Markets ex-U.S. ETF Major Shareholders JPMorgan U.S. Momentum Factor ETF Major Shareholders Dimensional US Core Equity 1 ETF Major Shareholders iShares MSCI Mexico ETF Major Shareholders Capital Group International Equity ETF Major Shareholders WisdomTree India Earnings Fund Major Shareholders This page (NYSEARCA:JMEE) was last updated on 5/25/2026 by MarketBeat.com Staff. From Our PartnersSpaceX eyes a 1.75 trillion valuation - here's what to knowElon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a...Brownstone Research | Sponsored$30 stock to buy before Starlink goes public (WATCH NOW!)In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s kno...Paradigm Press | SponsoredYour book attachedBill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...Profits Run | SponsoredMy feud with Zohran MamdaniEmmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...Stansberry Research | SponsoredSpaceX IPO hides a much bigger storyThe SpaceX IPO could be the biggest in history at $1.75 trillion - but the real story isn't the IPO itself. ...Weiss Ratings | SponsoredSpaceX will mint billionaires. You won't be one of them.By the time a company goes public, 95% of profits have already been made. Insiders bought SpaceX at $20 billio...Behind the Markets | SponsoredSatellite Images Spot Potential $10 Trillion Discovery'Dark Energy': Elon Musk's Next Potential $10 Trillion Move A highly secure site in West Texas now houses a...Altimetry | SponsoredHey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...Banyan Hill Publishing | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added ten stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding JPMorgan Small & Mid Cap Enhanced Equity ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share JPMorgan Small & Mid Cap Enhanced Equity ETF With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
