Latest Period
Q1 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
177
Shares (Excl. Options)
28,442,447
Price
$66.77
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- Security type / class
- Equity / COMMON STOCK
- Symbol
- JMEE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 28,442,447
- Total 13F value
- $1,880,771,791
- Portfolio coverage rank
- 0.01%
- Share change
- +3,793,357
- Value change
- +$253,546,039
- Number of holders
- 177
- Shares outstanding
- 37,209,878
- SEC-reported price per share
- $76.51
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.
- 177 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 177 to 119 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $1,880,771,791 to $784,927,819.
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 177 institutions filings for Q1 2026.
Security key
46641Q118
Latest holder period
Q1 2026
13F holders
177
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 31 Mar 2026, 177 institutional investors reported holding 28,442,447 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF - COMMON STOCK (JMEE). This represents 76% 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
66%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 28% | 10,519,966 | +0.04% | 0.05% | $684,113,427 |
| FMR LLC | 6.5% | 2,405,634 | +313134% | 0.01% | $160,624,235 |
| LPL Financial LLC | 5.7% | 2,132,205 | +9.3% | 0.04% | $142,367,298 |
| CWM, LLC | 2.8% | 1,053,780 | +9.9% | 0.18% | $70,360,884 |
| Crestwood Advisors Group, LLC | 2.7% | 1,003,350 | +0.89% | 1.1% | $66,993,666 |
| Cetera Investment Advisers | 1.8% | 680,755 | +3.1% | 0.05% | $45,453,996 |
| Syntegra Private Wealth Group, LLC | 1.7% | 617,077 | -0.31% | 3.9% | $41,202,233 |
| Bank of New York Mellon Corp | 1.5% | 562,789 | +53% | 0.01% | $37,577,436 |
| GREAT VALLEY ADVISOR GROUP, INC. | 1.5% | 555,081 | +3.1% | 0.67% | $37,062,410 |
| JONES FINANCIAL COMPANIES LLLP | 1.2% | 459,413 | +13% | 0.01% | $30,086,924 |
| Wagner Wealth Management, LLC | 1.2% | 431,428 | +4.5% | 5.8% | $28,806,446 |
| OSAIC HOLDINGS, INC. | 1.1% | 416,078 | -2.5% | 0.04% | $27,787,942 |
| Arkadios Wealth Advisors | 1.1% | 407,600 | 0.45% | $27,215,473 | |
| RAYMOND JAMES FINANCIAL INC | 1.1% | 399,611 | +3.8% | 0.01% | $26,682,025 |
| CGC Financial Services, LLC | 0.91% | 339,541 | -0.81% | 6.6% | $22,671,153 |
| Meridian Financial Partners LLC | 0.91% | 337,943 | +3.4% | 8.7% | $22,942,950 |
| SHP Wealth Management | 0.87% | 322,252 | +1.1% | 1.6% | $21,516,992 |
| Independent Advisor Alliance | 0.76% | 283,108 | 0.2% | $18,903,156 | |
| VERUS CAPITAL PARTNERS, LLC | 0.73% | 272,585 | +5.8% | 1.3% | $18,200,531 |
| Advisory Resource Group | 0.69% | 258,399 | +5.5% | 3% | $17,253,301 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.69% | 257,582 | +0.07% | 0.01% | $17,198,748 |
| Retirement Management Systems Inc. | 0.58% | 215,235 | +47% | 3.5% | $14,371,256 |
| B & T Capital Management DBA Alpha Capital Management | 0.56% | 209,699 | +1% | 2% | $14,001,603 |
| WealthPlan Investment Management, LLC | 0.53% | 197,056 | +88% | 0.73% | $13,157,411 |
| ROYAL BANK OF CANADA | 0.5% | 184,225 | +20% | 0% | $12,300,000 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
18
Latest
Q1 2026
Rows shown
1-18 of 18
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 10,073,941 | $784,927,819 | +$59,087,682 | $78.03 | 119 |
| 2026 Q1 | 28,442,447 | $1,880,771,791 | +$253,546,039 | $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 |