13F reference period
Q2 2026
Security Snapshot
JPMorgan Small & Mid Cap Enhanced Equity ETF - COMMON STOCK (JMEE) Institutional Ownership
CUSIP: 46641Q118
13F Institutional Holders and Ownership History from Q1 2022 to Q3 2026
Institutions Reporting
196
Shares (Excl. Options)
27.64M
Full value: 27,636,534 · shares · 30 Jun 2026Price
$78.03
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
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- Security type / class
- Equity / COMMON STOCK
- Symbol
- JMEE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 27,636,534
- Total 13F value
- $2,149,631,712
- Portfolio coverage rank
- 0.01%
- Share change
- +279,580
- Value change
- +$26,906,354
- Number of holders
- 196
- Shares outstanding
- 37,209,878
- SEC-reported price per share
- $74.59
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source
Key facts
- JMEE - JPMorgan Small & Mid Cap Enhanced Equity ETF - COMMON STOCK is tracked under CUSIP 46641Q118.
- 196 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 178 to 196 between Q1 2026 and Q2 2026.
- SEC-reported value moved from to
$1.88B
Full value: $1,884,367,623 · USD · 31 Mar 2026.$2.15B
Full value: $2,149,631,712 · USD · 30 Jun 2026
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 196 institutions filings for Q2 2026.
Security key
46641Q118
13F reference period
Q2 2026
13F holders
196
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 46641Q118:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
JMEE
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FMR LLC | 8.3% | $236,295,006 | 3,088,420 | FMR LLC | 30 Jun 2026 |
As of 30 Jun 2026,
196
institutional investors reported holding
shares of
JPMorgan Small & Mid Cap Enhanced Equity ETF - COMMON STOCK (JMEE).
This represents
74%
of the company’s total
outstanding shares.
27.64M
Full value: 27,636,534 · shares · 30 Jun 202637.21M
Full value: 37,209,878 · shares · Stored outstanding share count13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
63%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 26% | 9,782,654 | -7% | 0.04% | $757,862,251 |
| FMR LLC | 8.3% | 3,088,420 | +28% | 0.01% | $240,989,404 |
| LPL Financial LLC | 6.1% | 2,260,945 | +6% | 0.04% | $176,421,518 |
| Crestwood Advisors Group, LLC | 2.8% | 1,023,610 | +2% | 1.2% | $79,872,196 |
| Cetera Investment Advisers | 1.9% | 702,324 | +3.2% | 0.05% | $54,802,311 |
| Syntegra Private Wealth Group, LLC | 1.7% | 633,091 | +2.6% | 3.8% | $49,400,093 |
| JONES FINANCIAL COMPANIES LLLP | 1.7% | 618,478 | +35% | 0.02% | $47,820,837 |
| Bank of New York Mellon Corp | 1.6% | 580,188 | +3.1% | 0.01% | $45,272,092 |
| GREAT VALLEY ADVISOR GROUP, INC. | 1.5% | 571,576 | +3% | 0.7% | $44,599,812 |
| OSAIC HOLDINGS, INC. | 1.2% | 463,387 | +11% | 0.04% | $36,165,100 |
| RAYMOND JAMES FINANCIAL INC | 1.2% | 455,639 | +14% | 0.01% | $35,553,497 |
| Wagner Wealth Management, LLC | 1.2% | 440,073 | +2% | 6.4% | $34,338,871 |
| Meridian Financial Partners LLC | 0.93% | 347,624 | +2.9% | 9.2% | $26,600,188 |
| CGC Financial Services, LLC | 0.87% | 324,194 | -4.5% | 5.7% | $25,296,858 |
| VERUS CAPITAL PARTNERS, LLC | 0.75% | 278,665 | +2.2% | 1.2% | $21,744,199 |
| Advisory Resource Group | 0.7% | 258,935 | +0.21% | 3% | $20,204,698 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.62% | 231,431 | -10% | 0.01% | $18,058,519 |
| Retirement Management Systems Inc. | 0.61% | 228,395 | +6.1% | 3.6% | $17,821,628 |
| WealthPlan Investment Management, LLC | 0.6% | 224,405 | +14% | 0.87% | $17,510,301 |
| B & T Capital Management DBA Alpha Capital Management | 0.56% | 209,506 | -0.09% | 2.1% | $16,347,754 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.52% | 191,937 | +9.7% | 0.02% | $14,976,855 |
| ROYAL BANK OF CANADA | 0.51% | 190,278 | +3.3% | 0% | $14,847,000 |
| Bond & Devick Financial Network, Inc. | 0.49% | 182,754 | +4.2% | 3.5% | $14,260,295 |
| Kestra Advisory Services, LLC | 0.42% | 156,363 | +54% | 0.04% | $12,200,980 |
| ENVESTNET ASSET MANAGEMENT INC | 0.39% | 143,634 | +3% | 0% | $11,207,746 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
19
Headline period
Q2 2026
Rows shown
1-19 of 19
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 8,494,443 | $625,596,244 | +$12,223,723 | $73.58 | 96 |
| 2026 Q2 | 27,636,534 | $2,149,631,712 | +$26,906,354 | $78.03 | 196 |
| 2026 Q1 | 28,496,027 | $1,884,367,623 | +$254,306,843 | $66.77 | 178 |
| 2025 Q4 | 24,697,483 | $1,592,314,834 | +$14,294,738 | $64.38 | 176 |
| 2025 Q3 | 23,641,262 | $1,499,418,510 | +$27,622,225 | $63.43 | 149 |
| 2025 Q2 | 23,275,134 | $1,378,314,205 | +$41,126,449 | $59.21 | 143 |
| 2025 Q1 | 22,645,740 | $1,268,964,902 | +$162,859,266 | $55.98 | 149 |
| 2024 Q4 | 19,694,877 | $1,191,146,123 | +$155,335,822 | $60.47 | 147 |
| 2024 Q3 | 16,923,196 | $1,031,627,702 | +$140,689,784 | $60.96 | 112 |
| 2024 Q2 | 14,640,596 | $829,230,465 | +$46,121,668 | $56.64 | 94 |
| 2024 Q1 | 13,800,703 | $807,714,436 | -$18,719,002 | $58.53 | 80 |
| 2023 Q4 | 14,074,058 | $755,824,467 | +$10,908,966 | $53.71 | 65 |
| 2023 Q3 | 13,747,002 | $666,166,313 | +$3,195,948 | $48.46 | 50 |
| 2023 Q2 | 13,680,967 | $686,430,115 | +$9,522,372 | $50.16 | 44 |
| 2023 Q1 | 13,490,077 | $646,978,099 | -$9,800,192 | $47.96 | 39 |
| 2022 Q4 | 13,686,846 | $630,210,751 | -$14,998,570 | $46.04 | 38 |
| 2022 Q3 | 14,019,193 | $622,441,000 | -$10,108,337 | $44.40 | 33 |
| 2022 Q2 | 14,245,747 | $652,739,000 | +$652,717,000 | $45.81 | 31 |
| 2022 Q1 | 464 | $22,000 | $47.41 | 1 |