Who Owns JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE)?Hedge Fund & Institutional Holders

$65.70-0.16 (-0.24%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$6.660001250006318e+214T

% of Float Held

—

QoQ Change in Holders

+15 / -0

Price History

$49.07$54.52$59.97$65.42$70.87Sep 24Jun 25Mar 26

JMEE — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
CWM, LLCNew Position+959K+$61.7M
Syntegra Private Wealth Group, LLCNew Position+619K+$39.8M
Wagner Wealth Management, LLCNew Position+413K+$26.6M
JONES FINANCIAL COMPANIES LLLPNew Position+406K+$26.0M
Bank of New York Mellon CorpNew Position+367K+$23.0M
Meridian Financial Partners LLCNew Position+327K+$22.5M
CGC Financial Services, LLCNew Position+342K+$22.0M
Advisory Resource GroupNew Position+245K+$15.8M
Capital Advisors Wealth Management, LLCNew Position+214K+$13.8M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+205K+$13.0M
Scarborough Advisors, LLCNew Position+197K+$12.6M
Bond & Devick Financial Network, Inc.New Position+178K+$11.5M
Choice Wealth Advisors, LLCNew Position+158K+$10.1M
Retirement Management Systems Inc.New Position+146K+$9.4M
FLYNN ZITO CAPITAL MANAGEMENT, LLCNew Position+131K+$8.4M

JMEE — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
JPMORGAN CHASE & CODecreased-21K-$667.6B
GREAT VALLEY ADVISOR GROUP, INC.Decreased-317K-$54.2B
OSAIC HOLDINGS, INC.Decreased-54K-$30.2B
RAYMOND JAMES FINANCIAL INCDecreased-64K-$28.5B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-244K-$16.0B
ROYAL BANK OF CANADADecreased-8K-$10.2B
Schwallier Wealth Management LLCDecreased-58K-$7.4B
American TrustDecreased-12K-$4.6B
AMERIPRISE FINANCIAL INCDecreased-6K-$3.2B
UBS Group AGDecreased-953-$3.0B
FIFTH THIRD SECURITIES, INC.Decreased-3K-$2.8B
PCG Wealth Advisors, LLCDecreased-27K-$2.5B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-13K-$2.0B
&PARTNERSDecreased-731-$1.1B
NewEdge Advisors, LLCDecreased-236-$535.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1JPMORGAN CHASE & CO10,348,895$666.0M0.04%Share
2LPL Financial LLC1,950,272$125.0M0.03%Share
3Crestwood Advisors Group, LLC981,466$63.2M1.05%Share
4CWM, LLC958,735$61.7M0.17%Share
5Cetera Investment Advisers660,274$42.0M0.05%Share
6Syntegra Private Wealth Group, LLC618,971$39.8M3.66%Share
7GREAT VALLEY ADVISOR GROUP, INC.538,219$34.0M0.65%Share
8Wagner Wealth Management, LLC412,867$26.6M5.65%Share
9JONES FINANCIAL COMPANIES LLLP406,149$26.0M0.02%Share
10OSAIC HOLDINGS, INC.409,607$26.0M0.04%Share
11Bank of New York Mellon Corp367,045$23.0M0.00%Share
12Meridian Financial Partners LLC326,779$22.5M8.91%Share
13CGC Financial Services, LLC342,326$22.0M5.90%Share
14VERUS CAPITAL PARTNERS, LLC257,739$16.0M1.00%Share
15Advisory Resource Group244,813$15.8M2.77%Share
16RAYMOND JAMES FINANCIAL INC234,017$15.0M0.00%Share
17Capital Advisors Wealth Management, LLC213,965$13.8M1.88%Share
18COMMONWEALTH EQUITY SERVICES, LLC204,913$13.0M0.02%Share
19B & T Capital Management DBA Alpha Capital Management207,629$13.0M1.83%Share
20Bond & Devick Financial Network, Inc.178,387$11.5M3.23%Share
21Choice Wealth Advisors, LLC157,589$10.1M4.01%Share
22JPMORGAN CHASE & CO166,515$10.0M0.00%Share
23Retirement Management Systems Inc.146,208$9.4M2.41%Share
24RAYMOND JAMES FINANCIAL INC151,023$9.0M0.00%Share
25ROYAL BANK OF CANADA148,773$9.0M0.00%Share
26FLYNN ZITO CAPITAL MANAGEMENT, LLC130,990$8.4M3.01%Share
27ENVESTNET ASSET MANAGEMENT INC137,350$8.0M0.00%Share
28Tradition Wealth Management, LLC118,511$7.6M0.55%Share
29Capital Developers, LLC111,485$7.2M6.43%Share
30Stewardship Advisors, LLC106,104$6.8M1.58%Share
31WealthPlan Investment Management, LLC104,671$6.7M0.43%Share
32Scarborough Advisors, LLC99,565$6.4M1.08%Share
33CREATIVE FINANCIAL DESIGNS INC /ADV98,264$6.3M0.40%Share
34Scarborough Advisors, LLC97,553$6.2M1.09%Share
35Private Advisor Group, LLC104,876$6.0M0.03%Share
36Kestra Advisory Services, LLC99,146$6.0M0.02%Share
37Legacy Private Trust Co.91,585$5.9M0.35%Share
38Lakeridge Wealth Management LLC81,121$5.2M2.37%Share
39STIFEL FINANCIAL CORP81,861$5.0M0.00%Share
40Destiny Wealth Partners, LLC67,907$4.6M0.53%Share
41MML INVESTORS SERVICES, LLC65,760$4.0M0.01%Share
42Schwallier Wealth Management LLC59,179$4.0M2.55%Share
43ASHTON THOMAS SECURITIES, LLC51,976$3.3M0.64%Share
44Atlas Legacy Advisors, LLC51,619$3.3M0.58%Share
45UBS Group AG46,998$3.0M0.00%Share
46Baird Financial Group, Inc.49,647$3.0M0.00%Share
47American Trust60,271$3.0M0.25%Share
48Equitable Holdings, Inc.55,341$3.0M0.02%Share
49AMERIPRISE FINANCIAL INC43,436$3.0M0.00%Share
50AXXCESS WEALTH MANAGEMENT, LLC45,017$2.9M0.01%Share

JMEE Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025165$1.5B+81
Q3 202584$1.1T-50
Q2 2025134$1.3T-13
Q1 2025147$1.2T+25
Q4 2024122$9.5T+50
Q3 202472$755.1T+9
Q2 202463$672.2T+11
Q1 202452$698.6T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold JMEE (JPMorgan Small & Mid Cap Enhanced Equity ETF). The largest holder is JPMORGAN CHASE & CO with $666.0M in shares. This quarter, 15 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own JMEE?

As of Q4 2025, 50 institutional investors report holding JMEE (JPMorgan Small & Mid Cap Enhanced Equity ETF) in their 13F filings.

Who is the largest institutional holder of JMEE?

The largest institutional holder of JMEE is JPMORGAN CHASE & CO with $666.0M in shares.

Is institutional ownership of JMEE increasing or decreasing?

This quarter, 15 institutions opened new positions in JMEE and 0 closed their positions.