Who owns JPMorgan Small & Mid Cap Enhanced Equity ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of JMEE from SEC Form 13F filings across 194 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 194 institutions disclosed 27.6M shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $2.14B — about 72.8% of shares outstanding; the largest disclosed holder is JPMORGAN CHASE & CO. Source: SEC Form 13F filings, parsed by EvidInvest.
194
13F holders
$2.14B
value, 2026 filers
72.8%
of shares outstanding (27.6M sh)
35
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of JMEE's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 9.8M | $757.9M | 0.0% | 25.8% | -7.0% |
| 2 | FMR LLC | 3.1M | $241.0M | 0.0% | 8.2% | +28.4% |
| 3 | LPL Financial LLC | 2.3M | $176.4M | 0.0% | 6% | +6.0% |
| 4 | Crestwood Advisors Group, LLC | 1.0M | $79.9M | 1.2% | 2.7% | +2.0% |
| 5 | Cetera Investment Advisers | 702,324 | $54.8M | 0.0% | 1.9% | +3.2% |
| 6 | Syntegra Private Wealth Group, LLC | 633,091 | $49.4M | 3.8% | 1.7% | +2.6% |
| 7 | JONES FINANCIAL COMPANIES LLLP | 618,478 | $47.8M | 0.0% | 1.6% | +34.6% |
| 8 | Bank of New York Mellon Corp | 580,188 | $45.3M | 0.0% | 1.5% | +3.1% |
| 9 | GREAT VALLEY ADVISOR GROUP, INC. | 571,576 | $44.6M | 0.7% | 1.5% | +3.0% |
| 10 | OSAIC HOLDINGS, INC. | 463,387 | $36.2M | 0.0% | 1.2% | +11.4% |
| 11 | RAYMOND JAMES FINANCIAL INC | 455,639 | $35.6M | 0.0% | 1.2% | +14.0% |
| 12 | Wagner Wealth Management, LLC | 440,073 | $34.3M | 6.4% | 1.2% | +2.0% |
| 13 | Meridian Financial Partners LLC | 347,624 | $26.6M | 9.1% | 0.9% | +2.9% |
| 14 | CGC Financial Services, LLC | 324,194 | $25.3M | 5.7% | 0.9% | -4.5% |
| 15 | VERUS CAPITAL PARTNERS, LLC | 278,665 | $21.7M | 1.2% | 0.7% | +2.2% |
| 16 | Advisory Resource Group | 258,935 | $20.2M | 3.0% | 0.7% | +0.2% |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 231,431 | $18.1M | 0.0% | 0.6% | -10.2% |
| 18 | Retirement Management Systems Inc. | 228,395 | $17.8M | 3.6% | 0.6% | +6.1% |
| 19 | WealthPlan Investment Management, LLC | 224,405 | $17.5M | 0.9% | 0.6% | +13.9% |
| 20 | B & T Capital Management DBA Alpha Capital Management | 209,506 | $16.3M | 2.1% | 0.6% | -0.1% |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | 191,937 | $15.0M | 0.0% | 0.5% | +9.7% |
| 22 | ROYAL BANK OF CANADA | 190,278 | $14.8M | 0.0% | 0.5% | +3.3% |
| 23 | Bond & Devick Financial Network, Inc. | 182,754 | $14.3M | 3.5% | 0.5% | +4.2% |
| 24 | Kestra Advisory Services, LLC | 156,363 | $12.2M | 0.0% | 0.4% | +53.9% |
| 25 | ENVESTNET ASSET MANAGEMENT INC | 143,634 | $11.2M | 0.0% | 0.4% | +3.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.