Who Owns JMEE?
JPMorgan Small & Mid Cap Enhanced Equity ETF — Institutional Ownership & 13F Holdings
$72.46
-0.02 (-0.03%)
Market Cap
$2.4B
Shares Outstanding
32,819,931
Institutional Holders
147
Total Inst. Value
$1.1B
% of Float Held
—
QoQ Holder Change
+96
Institutional data as of Q1 2025
New Positions
45
Closed Positions
20
Increased
53
Decreased
30
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | $587.9M | 10,502,045 |
| 2 | Crestwood Advisors Group, LLCNew | $63.6M | 1,136,446 |
| 3 | Syntegra Private Wealth Group, LLC | $42.3M | 755,850 |
| 4 | GREAT VALLEY ADVISOR GROUP, INC.New | $38.7M | 690,688 |
| 5 | OSAIC HOLDINGS, INC. | $29.9M | 534,473 |
| 6 | Cetera Investment Advisers | $28.5M | 509,316 |
| 7 | Total Wealth Planning, LLC | $22.2M | 396,884 |
| 8 | Wagner Wealth Management, LLCNew | $20.5M | 365,501 |
| 9 | CGC Financial Services, LLCNew | $19.6M | 349,276 |
| 10 | RAYMOND JAMES FINANCIAL INC | $19.4M | 345,822 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Crestwood Advisors Group, LLCNew | +1.1M | $63.6M |
| GREAT VALLEY ADVISOR GROUP, INC.New | +691K | $38.7M |
| OSAIC HOLDINGS, INC. | +287K | $29.9M |
| Cetera Investment Advisers | +279K | $28.5M |
| Total Wealth Planning, LLC | +61K | $22.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Redhawk Wealth Advisors, Inc. | -143K | $1.1M |
| Strategic Financial Concepts, LLC | -130K | $359K |
| JPMORGAN CHASE & CO | -121K | $587.9M |
| JONES FINANCIAL COMPANIES LLLP | -115K | $4K |
| Syntegra Private Wealth Group, LLC | -64K | $42.3M |
Related Stocks
Frequently Asked Questions
How many institutional investors hold JMEE?
As of Q1 2025, 147 institutional investors report holding JMEE (JPMorgan Small & Mid Cap Enhanced Equity ETF) in their 13F filings.
Which hedge fund owns the most JMEE?
The largest institutional holder of JMEE is JPMORGAN CHASE & CO with $587.9M in shares.
Are institutions buying or selling JMEE?
This quarter, 45 institutions opened new positions in JMEE and 20 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.