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

JPMorgan Small & Mid Cap Enhanced Equity ETF logo
$74.59 +0.08 (+0.11%)
Closing price 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)
128
Total
Institutional Inflows
(last 12 months)
$299.38M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$111.77M
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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
10/13/2026Fermata Advisors LLC18,398$1.35M0.3%-35.9%0.047%
10/9/2026Capital Advisors Wealth Management LLC20,814$1.53M0.2%+4.8%0.053%
10/9/2026Breakwater Capital Group5,293$389K0.0%+28.0%0.014%
10/6/2026Legacy Private Trust Co.90,444$6.66M0.4%N/A0.233%
10/5/2026Rockland Trust Co.14,592$1.07M0.0%N/A0.038%
10/2/2026 Planning Strategies Inc.40,486$2.98M1.7%+2.6%0.104%
9/23/2026Envestnet Asset Management Inc.143,634$11.21M0.0%+3.0%0.373%
9/9/2026Capital Analysts LLC1,068$83K0.0%+110.2%0.003%
9/9/2026Integrated Wealth Concepts LLC110,138$8.59M0.1%N/A0.293%
9/9/2026NewEdge Advisors LLC26,401$2.06M0.0%+21.9%0.070%
9/9/2026Baird Financial Group Inc.51,422$4.01M0.0%+4.1%0.137%
9/2/2026MLG Wealth Management DBA Pine Grove Financial Group53,206$4.16M0.4%-0.7%0.142%
8/23/2026Asset Allocation Strategies LLC29,154$2.28M0.3%+3.9%0.078%
8/22/2026Concurrent Investment Advisors LLC103,466$8.07M0.1%+11.3%0.276%
8/21/2026Triumph Capital Management1,125$88K0.0%-50.1%0.003%
7/10/2026Choice Wealth Advisors LLC31,697$2.47M0.9%-12.4%0.086%
7/9/2026Breakwater Capital Group4,136$323K0.0%+14.2%0.011%
7/8/2026Rockland Trust Co.10,821$844K0.0%+18.1%0.029%
7/7/2026Fermata Advisors LLC28,688$2.24M0.5%-1.4%0.078%
6/23/2026MTM Financial Group LLC8,158$545K0.3%+25.2%0.022%
6/18/2026Western Wealth Management LLC11,522$769K0.0%+3.2%0.032%
6/10/2026Curry Webb Wealth Management LLC36,234$2.42M1.1%N/A0.100%
6/3/2026NewEdge Advisors LLC21,650$1.45M0.0%+164.0%0.060%
5/28/2026Cozad Asset Management Inc.6,212$415K0.0%+9.1%0.017%
5/26/2026Ruggaard & Associates LLC27,260$1.82M0.7%-4.7%0.075%
5/22/2026Verus Capital Partners LLC272,585$18.20M1.2%+5.8%0.751%
5/20/2026Arete Wealth Advisors LLC23,066$1.54M0.1%+145.7%0.064%
5/19/2026Western Wealth Management LLC11,522$769K0.0%+3.2%0.032%
5/19/2026Bank of America Corp DE7,301$487K0.0%-7.3%0.020%
5/19/2026Ashton Thomas Securities LLC53,881$3.60M0.5%+3.7%0.148%
5/19/2026Arkadios Wealth Advisors407,600$27.22M0.4%N/A1.122%
5/19/2026Arete Wealth Advisors LLC23,066$1.54M0.1%+145.7%0.064%
5/18/2026Royal Bank of Canada184,225$12.30M0.0%+20.2%0.507%
5/15/2026Gateway Wealth Partners LLC10,822$723K0.0%N/A0.030%
5/15/2026Everest Financial Group LLC7,913$528K0.1%-28.6%0.022%
5/14/2026Modern Wealth Management LLC58,236$3.92M0.1%+122.5%0.160%
5/13/2026Cetera Investment Advisers680,755$45.45M0.0%+3.1%1.874%
5/8/2026PNC Financial Services Group Inc.2,092$140K0.0%-13.7%0.006%
5/7/2026Scarborough Advisors LLC100,019$6.68M0.7%+0.5%0.275%
5/6/2026Assetmark Inc.5,606$374K0.0%N/A0.015%
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5/5/2026Bank of New York Mellon Corp562,789$37.58M0.0%+53.3%1.550%
5/5/2026Schwallier Wealth Management LLC56,020$3.74M2.7%-5.3%0.154%
5/5/2026Luts & Greenleigh Group Inc.5,115$342K0.3%+4.7%0.014%
5/5/2026Flynn Zito Capital Management LLC86,249$5.76M1.8%-34.2%0.237%
5/1/2026American Trust57,600$3.85M0.3%-4.4%0.159%
4/30/2026Kestra Advisory Services LLC101,580$6.78M0.0%+2.5%0.280%
4/30/2026Greenwood Capital Associates LLC36,520$2.44M0.3%+11.7%0.101%
4/29/2026SilverOak Wealth Management LLC30,260$2.02M0.3%+51.8%0.083%
4/29/2026WealthPLAN Partners LLC16,280$1.09M0.2%+357.0%0.045%
4/28/2026WBH Advisory Inc.26,139$1.76M0.1%+3.2%0.071%
4/27/2026Syntegra Private Wealth Group LLC617,077$41.20M3.9%-0.3%1.687%
4/27/2026World Investment Advisors4,311$288K0.0%-18.5%0.012%
4/27/2026PAX Financial Group LLC13,486$900K0.2%+42.9%0.037%
4/27/2026Private Advisor Group LLC107,480$7.18M0.0%+2.5%0.294%
4/27/2026Platform Technology Partners54,707$3.65M0.7%N/A0.150%
4/24/2026Barnes Pettey Financial Advisors LLC56,765$3.79M1.7%+198.7%0.155%
4/24/2026Wagner Wealth Management LLC431,428$28.81M5.8%+4.5%1.180%
4/23/2026Macco Financial Group Inc.106,864$7.14M5.4%-18.0%0.292%
4/23/2026Asset Allocation Strategies LLC28,071$1.87M0.3%+34.0%0.077%
4/23/2026Pinnacle Bancorp Inc.565$38K0.0%N/A0.002%
4/22/2026Janney Montgomery Scott LLC3,178$212K0.0%-11.1%0.009%
4/22/2026Harbor Asset Planning Inc.9,776$653K0.5%+3.4%0.027%
4/22/2026Rooted Wealth Advisors Inc.19,695$1.43M0.4%+2.8%0.054%
4/20/2026Kestra Private Wealth Services LLC5,841$390K0.0%-4.5%0.016%
4/20/2026Breakwater Capital Group3,622$242K0.0%+5.0%0.010%
4/20/2026Heritage Wealth Management Inc.9,011$602K0.3%+2.4%0.025%
4/17/2026Krilogy Financial LLC6,173$438K0.0%-2.3%0.017%
4/17/2026Total Clarity Wealth Management Inc.44,604$2.98M0.7%+22.5%0.122%
4/17/2026Signal Advisors Wealth LLC3,310$221K0.0%N/A0.009%
4/17/2026Stewardship Advisors LLC89,363$5.97M1.4%-15.8%0.245%
4/16/2026Allegheny Financial Group47,348$3.16M0.4%+240.8%0.130%
4/16/2026Freedom Financial Partners LLC12,746$851K0.3%-42.7%0.035%
3/13/2026World Investment Advisors5,289$340K0.0%-5.3%0.016%
3/4/2026SHP Wealth Management318,729$20.52M1.6%N/A0.954%
2/24/2026Macco Financial Group Inc.130,271$8.39M7.2%N/A0.390%
2/20/2026Ruggaard & Associates LLC28,591$1.84M0.7%+1.1%0.086%
2/20/2026McLaughlin Asset Management Inc.26,065$1.68M1.5%N/A0.078%
2/19/2026Axxcess Wealth Management LLC45,017$2.90M0.0%N/A0.135%
2/18/2026NewEdge Advisors LLC8,200$528K0.0%-2.8%0.025%
2/18/2026Garton & Associates Financial Advisors LLC1,383$89K0.0%N/A0.004%
2/18/2026Integrity Wealth Advisors Inc.24,423$1.57M1.1%N/A0.073%
2/18/2026American Trust60,271$3.88M0.3%-16.3%0.180%
2/17/2026Scarborough Advisors LLC99,565$6.41M1.1%+2.1%0.298%
2/17/2026Cetera Investment Advisers660,274$42.51M0.0%+19.9%1.976%
2/17/2026Equitable Holdings Inc.55,341$3.56M0.0%+1.8%0.166%
2/17/2026Osaic Holdings Inc.426,672$27.48M0.0%-11.3%1.277%
2/17/2026Advisory Services Network LLC5,217$336K0.0%-5.3%0.016%
2/17/2026Private Advisor Group LLC104,876$6.75M0.0%+53.2%0.314%
2/17/2026&PARTNERS17,412$1.12M0.0%-4.0%0.052%
2/17/2026Royal Bank of Canada153,321$9.87M0.0%-4.9%0.459%
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2/17/2026Rothschild Wealth LLC20,726$1.33M0.1%N/A0.062%
2/16/2026MML Investors Services LLC65,760$4.23M0.0%+209.9%0.197%
2/13/2026Arete Wealth Advisors LLC9,389$604K0.0%+5.7%0.028%
2/13/2026Kestra Advisory Services LLC99,146$6.38M0.0%+6.8%0.297%
2/13/2026Stifel Financial Corp97,103$6.25M0.0%+13.8%0.291%
2/13/2026Smartleaf Asset Management LLC398$26K0.0%N/A0.001%
2/13/2026Greenline Wealth Management LLC2,245$145K0.2%N/A0.007%
2/13/2026B & 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%
2/13/2026Asset Allocation Strategies LLC20,955$1.35M0.3%+8.5%0.063%


JMEE Institutional Ownership - Frequently Asked Questions

During the previous two years, 195 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.

Of the 181 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), Syntegra Private Wealth Group LLC ($883.50K), LPL Financial LLC ($781.95K), CWM LLC ($571.86K), Cetera Investment Advisers ($553.51K), Total Wealth Planning LLC ($475.08K), and Raymond James Financial Inc. ($449.21K).

Institutional investors have bought a total of 4,584,519 shares in the last 24 months. This purchase volume represents approximately $299.38M in transactions.

Of the 54 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), Syntegra Private Wealth Group LLC ($202.27K), Freedom Financial Partners LLC ($80.50K), Schwallier Wealth Management LLC ($64.45K), Citadel Advisors LLC ($61.05K), and Osaic Holdings Inc. ($54.41K).

Institutional investors have sold a total of 1,734,779 shares in the last 24 months. This volume of shares sold represents approximately $111.77M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:JMEE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
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