Latest 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 Q2 2026
Institutions Reporting
195
Shares (Excl. Options)
27,583,328
Price
$78.03
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- Security type / class
- Equity / COMMON STOCK
- Symbol
- JMEE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 27,583,328
- Total 13F value
- $2,145,471,625
- Portfolio coverage rank
- 0.01%
- Share change
- +279,954
- Value change
- +$26,935,600
- Number of holders
- 195
- Shares outstanding
- 37,209,878
- SEC-reported price per share
- $77.36
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
Key facts
- JMEE - JPMorgan Small & Mid Cap Enhanced Equity ETF - COMMON STOCK is tracked under CUSIP 46641Q118.
- 195 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 177 to 195 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $1,880,771,791 to $2,145,471,625.
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 195 institutions filings for Q2 2026.
Security key
46641Q118
Latest holder period
Q2 2026
13F holders
195
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, 195 institutional investors reported holding 27,583,328 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF - COMMON STOCK (JMEE). This represents 74% of the company’s total 37,209,878 outstanding shares.
13F 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
18
Latest
Q2 2026
Rows shown
1-18 of 18
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 27,583,328 | $2,145,471,625 | +$26,935,600 | $78.03 | 195 |
| 2026 Q1 | 28,442,447 | $1,880,771,791 | +$254,171,815 | $66.77 | 177 |
| 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 |