Who owns JPMorgan Small & Mid Cap Enhanced Equity ETF?
Institutional ownership of JMEE from SEC Form 13F filings across 135 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.
135
13F holders
$1.83B
value, 2026 filers
62.5%
of shares outstanding (23.7M sh)
27
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 | JONES FINANCIAL COMPANIES LLLP | 618,478 | $47.8M | 0.0% | 1.6% | +34.6% |
| 7 | Bank of New York Mellon Corp | 580,188 | $45.3M | 0.0% | 1.5% | +3.1% |
| 8 | GREAT VALLEY ADVISOR GROUP, INC. | 571,576 | $44.6M | 0.7% | 1.5% | +3.0% |
| 9 | OSAIC HOLDINGS, INC. | 463,387 | $36.2M | 0.0% | 1.2% | +11.4% |
| 10 | RAYMOND JAMES FINANCIAL INC | 455,639 | $35.6M | 0.0% | 1.2% | +14.0% |
| 11 | CGC Financial Services, LLC | 324,194 | $25.3M | 5.7% | 0.9% | -4.5% |
| 12 | VERUS CAPITAL PARTNERS, LLC | 278,665 | $21.7M | 1.2% | 0.7% | +2.2% |
| 13 | Advisory Resource Group | 258,935 | $20.2M | 3.0% | 0.7% | +0.2% |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 231,431 | $18.1M | 0.0% | 0.6% | -10.2% |
| 15 | WealthPlan Investment Management, LLC | 224,405 | $17.5M | 0.9% | 0.6% | +13.9% |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 191,937 | $15.0M | 0.0% | 0.5% | +9.7% |
| 17 | ROYAL BANK OF CANADA | 190,278 | $14.8M | 0.0% | 0.5% | +3.3% |
| 18 | Kestra Advisory Services, LLC | 156,363 | $12.2M | 0.0% | 0.4% | +53.9% |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 143,634 | $11.2M | 0.0% | 0.4% | +3.0% |
| 20 | Tradition Wealth Management, LLC | 134,663 | $10.5M | 0.6% | 0.4% | +5.2% |
| 21 | STIFEL FINANCIAL CORP | 124,966 | $9.8M | 0.0% | 0.3% | +18.2% |
| 22 | CREATIVE FINANCIAL DESIGNS INC /ADV | 117,476 | $9.2M | 0.4% | 0.3% | +18.9% |
| 23 | MML INVESTORS SERVICES, LLC | 117,247 | $9.1M | 0.0% | 0.3% | +27.9% |
| 24 | Integrated Wealth Concepts LLCNEW | 110,138 | $8.6M | 0.0% | 0.3% | new |
| 25 | Concurrent Investment Advisors, LLC | 103,466 | $8.1M | 0.1% | 0.3% | +11.3% |
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.