ETF Holders

Who owns JMEE?

Small or mid cap

JPMorgan Small & Mid Cap Enhanced Equity ETF · JPMorgan

196 institutions reported holding JMEE, worth $2.1B, in Form 13F filings for June 30, 2026.

13F holders
196
Institutional value
$2.1B
Change from prior quarter
+19.6%
+$352.3M, with price moves
New and sold-out firms
34 / 7
85 added, 49 trimmed

Top 10 institutional holders of JMEE

FirmLocationValueSharesChange
JPMorgan Chase & CoNew York, NY$757.9M9,782,654−737,312 shares
FMR LLCBoston, MA$241.0M3,088,420+682,786 shares
LPL Financial LLCFort Mill, SC$176.4M2,260,945+128,740 shares
Crestwood Advisors Group, LLCBoston, MA$79.9M1,023,610+20,260 shares
Cetera Investment AdvisersSchaumburg, IL$54.8M702,324+21,569 shares
Syntegra Private Wealth Group, LLCChesterfield, MO$49.4M633,091+16,014 shares
Jones Financial Companies LLLPDes Peres, MO$47.8M618,478+159,065 shares
Bank of New York Mellon CorpNew York, NY$45.3M580,188+17,399 shares
Great Valley Advisor Group, Inc.Wilmington, DE$44.6M571,576+16,495 shares
Osaic Holdings, Inc.Scottsdale, AZ$36.2M463,387+47,309 shares
186 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns JMEE?

196 institutional managers reported holding JMEE in Form 13F filings for June 30, 2026, worth $2.1B in total. The largest reported position was held by JPMorgan Chase & Co, at $757.9M.

Did institutions buy or sell JMEE last quarter?

Reported 13F value rose 19.6% from March 31, 2026, which includes price moves as well as buying and selling. 34 firms reported a new position and 7 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is JMEE ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.