JPMorgan Market Expansion Enhanced Equity ETF (JMEE) Institutional Ownership

$55.83
+0.25 (+0.45%)
(As of 04/26/2024 08:52 PM ET)

Institutional Ownership Changes (13F Filings) for JPMorgan Market Expansion Enhanced Equity ETF (NYSEARCA:JMEE)

Number of
Institutional Buyers
(last 12 months)
36
Total
Institutional Inflows
(last 12 months)
$52.11M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$23.92M
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JMEE Institutional Buying and Selling by Quarter

JPMorgan Market Expansion Enhanced Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2024 Wells Trecaso Financial Group LLC11,551$676K0.2%N/A0.063%
4/23/2024 Triad Wealth Partners LLC52,502$3.07M2.4%N/A0.287%
4/23/2024 Global Retirement Partners LLC3,790$222K0.0%+31.7%0.021%
4/23/2024 Raymond James Financial Services Advisors Inc.51,528$3.02M0.0%+4.8%0.282%
4/19/2024 PCG Wealth Advisors LLC33,147$1.94M0.9%+29.6%0.181%
4/18/2024 WJ Wealth Management LLC47,612$2.79M1.1%N/A0.260%
4/12/2024 Systelligence LLC210,464$12.32M3.2%-0.5%1.150%
4/11/2024 Rockland Trust Co.25,291$1.48M0.1%-21.0%0.138%
4/9/2024 Destiny Wealth Partners LLC115,325$6.75M1.2%-12.8%0.672%
3/14/2024Leo Wealth LLC41,451$2.34M0.2%N/A0.241%
2/16/2024O Dell Group LLC6,888$370K0.1%N/A0.040%
2/13/2024Trademark Financial Management LLC12,310$661K0.5%N/A0.072%
2/9/2024US Bancorp DE34,540$1.86M0.0%+0.7%0.201%
2/7/2024Principal Securities Inc.879$47K0.0%N/A0.005%
2/7/2024Concourse Financial Group Securities Inc.1,312$70K0.0%N/A0.008%
2/6/2024Private Advisor Group LLC17,725$952K0.0%+6.8%0.103%
2/6/2024Merit Financial Group LLC9,791$526K0.0%N/A0.057%
2/6/2024Benjamin F. Edwards & Company Inc.21,753$1.17M0.0%-7.5%0.127%
2/1/2024 Northwest Capital Management Inc3,925$211K0.1%N/A0.023%
2/1/2024 CWM LLC54,074$2.90M0.0%+30.9%0.315%
1/30/2024 PCG Wealth Advisors LLC25,586$1.37M0.8%+21.0%0.149%
1/24/2024 International Assets Investment Management LLC2,687$144K0.0%N/A0.016%
1/24/2024 Private Trust Co. NA4,508$242K0.0%+12.5%0.026%
1/24/2024 Breakwater Capital Group3,760$201K0.1%N/A0.022%
1/22/2024 Zimmermann Investment Management & Planning LLC57,833$3.11M1.3%-13.1%0.337%
1/19/2024 AdvisorNet Financial Inc46,478$2.50M0.2%N/A0.271%
1/19/2024 SFG Wealth Management LLC.8,290$445K0.3%+7.6%0.048%
1/19/2024 Destiny Wealth Partners LLC132,310$6.91M1.3%+8.3%0.771%
1/19/2024 Wagner Wealth Management LLC193,052$10.37M3.5%-1.9%1.124%
1/18/2024 Global Retirement Partners LLC2,878$150K0.0%+74.3%0.017%
1/16/2024 Raymond James Financial Services Advisors Inc.49,162$2.64M0.0%+15.4%0.286%
1/12/2024Redhawk Wealth Advisors Inc.30,417$1.63M0.3%+66.8%0.177%
1/11/2024 Rockland Trust Co.31,998$1.72M0.1%-63.6%0.186%
1/11/2024 Bond & Devick Financial Network Inc.10,597$569K0.3%+32.7%0.062%
1/10/2024Creative Financial Designs Inc. ADV57,382$3.08M0.3%N/A0.334%
1/8/2024 Systelligence LLC211,594$11.37M3.1%-5.1%1.232%
11/15/2023JPMorgan Chase & Co.12,180,961$590.25M0.1%-0.3%70.943%
11/13/2023Stifel Financial Corp40,649$1.97M0.0%-0.6%0.237%
11/13/2023LPL Financial LLC349,214$16.92M0.0%-25.2%2.034%
11/9/2023Ruggaard & Associates LLC27,985$1.36M0.8%+89.2%0.163%
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11/4/2023 Winthrop Advisory Group LLC5,398$262K0.0%-35.7%0.031%
11/3/2023Private Advisor Group LLC16,597$804K0.0%+205.5%0.097%
10/31/2023 Zimmermann Investment Management & Planning LLC66,589$3.23M1.5%+17.3%0.388%
10/30/2023Aspire Wealth Management Corp1,224$59K0.0%+55.1%0.007%
10/26/2023 Rockland Trust Co.87,889$4.26M0.3%-70.7%0.512%
10/24/2023 Raymond James Financial Services Advisors Inc.42,592$2.06M0.0%+31.6%0.248%
10/24/2023 Cambridge Investment Research Advisors Inc.6,049$293K0.0%+37.7%0.035%
10/20/2023 SFG Wealth Management LLC.7,707$373K0.3%N/A0.045%
10/18/2023 Wagner Wealth Management LLC196,876$9.54M3.5%+8.1%1.147%
10/18/2023 Private Trust Co. NA4,008$194K0.0%+25.6%0.023%
10/13/2023Redhawk Wealth Advisors Inc.18,233$884K0.3%N/A0.106%
10/13/2023 Bond & Devick Financial Network Inc.7,988$387K0.2%+17.0%0.047%
10/11/2023 CWM LLC41,306$2.00M0.0%+113.3%0.241%
10/10/2023 Destiny Wealth Partners LLC122,164$5.92M1.2%+8.3%0.711%
10/10/2023 Systelligence LLC222,900$10.80M3.0%N/A1.298%
8/10/2023Ruggaard & Associates LLC14,791$742K0.4%+39.3%0.086%
8/10/2023Private Advisor Group LLC5,432$272K0.0%N/A0.032%
8/10/2023Cetera Advisor Networks LLC9,227$463K0.0%-10.6%0.054%
8/3/2023 CWM LLC19,367$971K0.0%+1,177.5%0.113%
7/31/2023LPL Financial LLC467,129$23.43M0.0%+16.3%2.721%
7/28/2023 Private Trust Co. NA3,191$160K0.0%+1,039.6%0.019%
7/28/2023 Wagner Wealth Management LLC182,063$9.13M3.5%+49.8%1.060%
7/27/2023Aspire Wealth Management Corp789$40K0.0%N/A0.005%
7/27/2023 Rockland Trust Co.299,786$15.04M0.9%+0.6%1.746%
7/26/2023 Destiny Wealth Partners LLC112,772$5.85M1.1%+18.3%0.667%
7/26/2023 Glass Jacobson Investment Advisors llc2,100$105K0.0%N/A0.012%
7/25/2023 Raymond James Financial Services Advisors Inc.32,364$1.62M0.0%-15.1%0.191%
7/21/2023Creative Planning19,001$953K0.0%-8.5%0.112%
7/21/2023 Activest Wealth Management1,197$60K0.0%N/A0.007%
7/20/2023 PCG Wealth Advisors LLC11,765$590K0.4%N/A0.070%
7/18/2023 Stratos Wealth Partners LTD.4,426$222K0.0%N/A0.026%
7/17/2023 Bond & Devick Financial Network Inc.6,829$343K0.2%+6.9%0.040%
7/13/2023 Zimmermann Investment Management & Planning LLC56,791$2.85M1.3%+81.6%0.336%
7/13/2023 Cambridge Investment Research Advisors Inc.4,392$220K0.0%N/A0.026%
5/17/2023 Wagner Wealth Management LLC121,561$5.83M2.6%+159.1%0.721%
5/10/2023LPL Financial LLC401,764$19.27M0.0%+2.7%2.382%
5/8/2023 Global Retirement Partners LLC1,651$77K0.0%+33.4%0.010%
4/27/2023Benjamin F. Edwards & Company Inc.31,458$1.51M0.1%+1.7%0.186%
4/26/2023 Destiny Wealth Partners LLC95,301$4.57M0.9%+12.1%0.565%
4/25/2023 Zimmermann Investment Management & Planning LLC31,271$1.50M0.8%N/A0.185%
4/24/2023 Rockland Trust Co.298,022$14.29M0.9%-1.6%1.767%
4/17/2023 Winthrop Advisory Group LLC8,389$402K0.1%-5.6%0.050%
4/14/2023 Raymond James Financial Services Advisors Inc.38,107$1.83M0.0%+4.0%0.226%
2/14/2023 Grey Fox Wealth Advisors LLC551$25K0.0%N/A0.003%
2/13/2023JPMorgan Chase & Co.12,212,205$562.31M0.1%-3.4%72.822%
2/10/2023Creative Planning20,768$956K0.0%+6.4%0.124%
2/10/2023Dividend Assets Capital LLC1,306$60K0.0%+26.7%0.008%
2/8/2023 Raymond James Financial Services Advisors Inc.36,653$1.69M0.0%-3.4%0.219%
2/7/2023Commonwealth Equity Services LLC15,779$726K0.0%-7.4%0.094%
2/7/2023Benjamin F. Edwards & Company Inc.30,921$1.42M0.1%+23,148.9%0.184%
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2/7/2023LPL Financial LLC391,156$18.01M0.0%+8.7%2.332%
2/6/2023 Glass Jacobson Investment Advisors llc2,100$97K0.0%N/A0.013%
2/3/2023 Total Clarity Wealth Management Inc.10,148$467K0.2%+3.5%0.061%
1/27/2023 Destiny Wealth Partners LLC84,999$3.91M0.8%N/A0.498%
1/24/2023 Rockland Trust Co.302,751$13.94M0.9%-5.5%1.774%
1/18/2023 Winthrop Advisory Group LLC8,891$409K0.1%N/A0.052%
1/18/2023 Bond & Devick Financial Network Inc.6,388$294K0.2%N/A0.037%
10/27/2022US Bancorp DE32,253$1.43M0.0%-27.1%0.185%
10/27/2022 CWM LLC1,516$67K0.0%N/A0.009%
10/25/2022 Raymond James Financial Services Advisors Inc.37,949$1.69M0.0%+53.0%0.217%
(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, 49 institutional investors and hedge funds held shares of JPMorgan Market Expansion Enhanced Equity ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($590.25M), LPL Financial LLC ($16.92M), Systelligence LLC ($12.32M), Wagner Wealth Management LLC ($10.37M), Destiny Wealth Partners LLC ($6.75M), Zimmermann Investment Management & Planning LLC ($3.11M), and Creative Financial Designs Inc. ADV ($3.08M).Learn more on JMEE's institutional investors.

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

Of the 48 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: JPMorgan Chase & Co. ($13.22M), LPL Financial LLC ($395.42K), Rockland Trust Co. ($322.06K), Systelligence LLC ($222.90K), Wagner Wealth Management LLC ($149.97K), Destiny Wealth Partners LLC ($132.31K), and Zimmermann Investment Management & Planning LLC ($66.59K).

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

Institutional investors have bought a total of 15,213,063 shares in the last 24 months. This purchase volume represents approximately $702.23M in transactions.

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

Of the 15 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: JPMorgan Chase & Co. ($467.28K), Rockland Trust Co. ($296.77K), LPL Financial LLC ($117.92K), Destiny Wealth Partners LLC ($16.99K), Systelligence LLC ($12.44K), US Bancorp DE ($11.99K), and Zimmermann Investment Management & Planning LLC ($8.76K).

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

Institutional investors have sold a total of 952,623 shares in the last 24 months. This volume of shares sold represents approximately $45.70M in transactions.


This page (NYSEARCA:JMEE) was last updated on 4/29/2024 by MarketBeat.com Staff

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