Free Trial
→ Elon’s Secret Social Security Bombshell (From Banyan Hill Publishing) (Ad)tc pixel Free JMEE Stock Alerts

JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) Institutional Ownership

JPMorgan Small & Mid Cap Enhanced Equity ETF logo
$62.79 -0.43 (-0.68%)
Closing price 08/29/2025 04:10 PM Eastern
Extended Trading
$62.82 +0.03 (+0.05%)
As of 08/29/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for JPMorgan Small & Mid Cap Enhanced Equity ETF (NYSEARCA:JMEE)

Number of
Institutional Buyers
(last 12 months)
127
Total
Institutional Inflows
(last 12 months)
$455.27M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$67.68M
Get JMEE Insider Trade Alerts

Want to know when executives and insiders are buying or selling JPMorgan Small & Mid Cap Enhanced Equity ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

JMEE Institutional Buying and Selling by Quarter

JPMorgan Small & Mid Cap Enhanced Equity ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Tower Research Capital LLC TRC 25,725$1.52M0.0%N/A0.082%
8/15/2025 Asset Allocation Strategies LLC24,162$1.43M0.3%-19.6%0.077%
8/15/2025 Equitable Holdings Inc.52,710$3.12M0.0%+17.1%0.169%
8/15/2025 Ruggaard & Associates LLC28,071$1.66M0.7%-11.9%0.090%
8/15/2025 Freedom Financial Partners LLC93,241$5.52M2.3%+4.2%0.299%
8/15/2025 Great Valley Advisor Group Inc.845,752$50.08M1.1%+22.5%2.711%
8/15/2025 Ameriprise Financial Inc.56,348$3.34M0.0%-6.1%0.181%
8/14/2025 Jane Street Group LLC30,691$1.82M0.0%-48.0%0.098%
8/14/2025 Raymond James Financial Inc.408,759$24.20M0.0%+18.2%1.310%
8/14/2025 Heritage Wealth Management Inc.5,558$329K0.1%+39.1%0.018%
8/14/2025 NewEdge Advisors LLC7,844$464K0.0%-21.2%0.025%
8/14/2025 Banco de Sabadell S.A517$31K0.0%N/A0.002%
8/13/2025 Avestar Capital LLC27,155$1.61M0.1%+18.9%0.087%
8/13/2025 Capital Advisors Wealth Management LLC5,133$304K0.0%+16.7%0.016%
8/13/2025 Baird Financial Group Inc.46,424$2.75M0.0%-4.1%0.149%
8/13/2025 Elios Financial Group Inc.7,543$447K0.2%+15.7%0.024%
8/13/2025 Smith Moore & CO.27,836$1.65M0.1%-21.3%0.089%
8/13/2025 Northwestern Mutual Wealth Management Co.258,682$15.32M0.0%+17.3%0.829%
8/12/2025 Steward Partners Investment Advisory LLC1,421$84K0.0%+80.1%0.005%
8/12/2025 Global Retirement Partners LLC18,921$1.12M0.0%N/A0.061%
8/12/2025 Barnes Pettey Financial Advisors LLC12,811$759K0.5%N/A0.041%
8/12/2025 Cozad Asset Management Inc.8,228$487K0.0%-28.8%0.026%
8/12/2025 MAI Capital Management4,041$239K0.0%+423.4%0.013%
8/12/2025 JPMorgan Chase & Co.10,512,654$622.45M0.0%+0.1%33.694%
8/11/2025 Western Wealth Management LLC10,524$623K0.0%+8.5%0.034%
8/8/2025 Avantax Advisory Services Inc.49,854$2.95M0.0%+46.5%0.159%
8/8/2025 Cetera Investment Advisers579,860$34.33M0.1%+13.9%1.848%
8/8/2025 Advisory Resource Group286,683$16.97M3.3%+21.5%0.914%
8/7/2025 Verus Capital Partners LLC132,146$7.82M0.6%-6.7%0.421%
8/7/2025 Lakeridge Wealth Management LLC77,720$4.60M2.1%+3.1%0.248%
8/7/2025 Nwam LLC10,691$649K0.1%-73.7%0.034%
8/6/2025 Atlas Legacy Advisors LLC45,021$2.67M0.6%+6.8%0.143%
8/6/2025 Mascagni Wealth Management Inc.4,390$260K0.2%-9.7%0.014%
8/6/2025 Golden State Wealth Management LLC670$40K0.0%-32.4%0.002%
8/6/2025 Stone House Investment Management LLC3,246$192K0.0%+369.8%0.010%
8/5/2025 Crestwood Advisors Group LLC859,938$50.92M0.9%-24.3%2.741%
8/4/2025 Creative Financial Designs Inc. ADV81,215$4.81M0.3%-4.4%0.259%
8/4/2025 IFG Advisory LLC11,741$695K0.0%+8.9%0.037%
8/4/2025 Spinnaker Trust3,554$210K0.0%N/A0.011%
8/4/2025 Daymark Wealth Partners LLC14,711$871K0.0%+1.9%0.047%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.tc pixel

All the details are waiting for you now — but you need to act before the September 1st funding windo
8/1/2025 Envestnet Asset Management Inc.140,176$8.30M0.0%+12.8%0.447%
7/31/2025 B & T Capital Management DBA Alpha Capital Management197,209$11.68M2.0%-3.4%0.629%
7/31/2025 West Michigan Advisors LLC69,047$4.09M1.2%+1.0%0.220%
7/30/2025 Syntegra Private Wealth Group LLC799,983$47.37M4.8%+5.8%2.550%
7/30/2025 WBH Advisory Inc.19,148$1.13M0.1%N/A0.061%
7/29/2025 Systelligence LLC80,142$4.75M0.9%-58.8%0.255%
7/29/2025 Stratos Wealth Partners LTD.3,406$202K0.0%N/A0.011%
7/29/2025 Private Trust Co. NA5,268$312K0.0%-4.5%0.017%
7/29/2025 Harbor Asset Planning Inc.8,746$518K0.5%N/A0.028%
7/28/2025 WealthPlan Investment Management LLC11,876$703K0.1%N/A0.038%
7/28/2025 CGC Financial Services LLC368,650$21.83M7.4%+5.5%1.175%
7/25/2025 Northwest Capital Management Inc4,826$286K0.2%+23.0%0.015%
7/25/2025 Total Clarity Wealth Management Inc.22,670$1.34M0.4%+53.4%0.072%
7/25/2025 CWM LLC463,991$27.47M0.1%+4.6%1.479%
7/25/2025 Concurrent Investment Advisors LLC32,626$1.93M0.0%+59.3%0.104%
7/24/2025 Leo Wealth LLC18,776$1.11M0.1%N/A0.060%
7/22/2025 Wells Trecaso Financial Group LLC26,064$1.54M0.5%+5.4%0.083%
7/21/2025 Ameritas Advisory Services LLC916$54K0.0%N/A0.003%
7/21/2025 Greenwood Capital Associates LLC18,489$1.10M0.1%+20.4%0.059%
7/21/2025 Ashton Thomas Securities LLC28,823$1.71M0.4%-18.2%0.092%
7/21/2025 Triad Wealth Partners LLC6,289$372K0.1%-35.5%0.020%
7/17/2025 Janney Montgomery Scott LLC56,849$3.37M0.0%-33.6%0.180%
7/17/2025 Fifth Third Securities Inc.41,172$2.44M0.2%+17.1%0.130%
7/17/2025 Wagner Wealth Management LLC387,521$22.95M5.2%+6.0%1.226%
7/16/2025 Destiny Wealth Partners LLC63,706$3.77M0.5%+2.4%0.202%
7/15/2025 Avaii Wealth Management LLC7,283$431K0.2%N/A0.023%
7/15/2025 Total Wealth Planning LLC442,415$26.20M3.3%+11.5%1.400%
7/14/2025 Rooted Wealth Advisors Inc.16,940$1.03M0.4%+8.7%0.054%
7/11/2025 Bond & Devick Financial Network Inc.154,248$9.13M3.0%+6.3%0.491%
7/10/2025 Rockland Trust Co.9,731$576K0.0%-4.7%0.031%
7/10/2025 Wealth Enhancement Advisory Services LLC61,922$3.78M0.0%-5.4%0.197%
7/9/2025 Fermata Advisors LLC21,297$1.26M0.3%-16.9%0.068%
7/8/2025 Choice Wealth Advisors LLC156,587$9.27M4.2%+1.7%0.498%
7/8/2025 Legacy Private Trust Co.89,163$5.28M0.3%+418.9%0.284%
6/11/2025Fortitude Financial LLC67,249$3.77M3.6%+1.9%0.217%
5/19/2025 Jane Street Group LLC58,969$3.30M0.0%-4.1%0.190%
5/16/2025 Arete Wealth Advisors LLC8,735$489K0.0%-6.3%0.028%
5/16/2025 Ruggaard & Associates LLC31,848$1.78M0.8%+7.8%0.103%
5/15/2025 Ashton Thomas Securities LLC35,243$1.97M0.5%+5.2%0.114%
5/15/2025 Royal Bank of Canada149,866$8.39M0.0%+16.7%0.484%
5/15/2025 Baird Financial Group Inc.48,398$2.71M0.0%N/A0.156%
5/14/2025 Triad Wealth Partners LLC9,747$546K0.2%-56.1%0.031%
5/14/2025 Comerica Bank2,203$123K0.0%+33.7%0.007%
5/14/2025 Northwestern Mutual Wealth Management Co.220,555$12.35M0.0%+13.6%0.712%
5/14/2025 Kestra Advisory Services LLC80,724$4.52M0.0%+26.8%0.261%
5/14/2025 Tradition Wealth Management LLC88,812$4.97M0.4%N/A0.287%
5/13/2025 Raymond James Financial Inc.345,822$19.36M0.0%+115.3%1.117%
5/13/2025 Stone House Investment Management LLC691$39K0.0%N/A0.002%
5/13/2025 HighTower Advisors LLC7,194$403K0.0%-2.7%0.023%
5/12/2025 Benjamin Edwards Inc.13,596$761K0.0%-32.5%0.044%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.tc pixel

All the details are waiting for you now — but you need to act before the September 1st funding windo
5/12/2025 JPMorgan Chase & Co.10,502,045$587.90M0.0%-1.1%33.910%
5/12/2025 National Bank of Canada FI44,469$2.49M0.0%+2.5%0.144%
5/9/2025 West Michigan Advisors LLC68,346$3.83M1.3%+4.9%0.221%
5/9/2025 Atria Wealth Solutions Inc.11,491$643K0.0%-26.8%0.037%
5/9/2025 Syntegra Private Wealth Group LLC755,850$42.31M4.9%-7.8%2.441%
5/9/2025 Thoroughbred Financial Services LLC7,112$398K0.0%N/A0.023%
5/8/2025 IFG Advisory LLC10,778$603K0.0%+5.2%0.035%
5/8/2025 US Bancorp DE28,122$1.57M0.0%+2.0%0.091%
5/8/2025 Elios Financial Group Inc.6,517$365K0.2%-4.1%0.021%
5/8/2025 Cozad Asset Management Inc.11,558$647K0.1%-9.8%0.037%
(Data available from 1/1/2016 forward)

JMEE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JMEE shares?

During the previous two years, 149 institutional investors and hedge funds held shares of JPMorgan Small & Mid Cap Enhanced Equity ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($622.45M), LPL Financial LLC ($97.93M), Crestwood Advisors Group LLC ($50.92M), Great Valley Advisor Group Inc. ($50.08M), Syntegra Private Wealth Group LLC ($47.37M), Cetera Investment Advisers ($34.33M), and CWM LLC ($27.47M).Learn more on JPMorgan Small & Mid Cap Enhanced Equity ETF's institutional investors.

Which institutional investors have been buying JPMorgan Small & Mid Cap Enhanced Equity ETF's stock?

Of the 142 institutional investors that purchased JPMorgan Small & Mid Cap Enhanced Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Crestwood Advisors Group LLC ($1.14M), Syntegra Private Wealth Group LLC ($864.14K), LPL Financial LLC ($807.13K), Cetera Investment Advisers ($485.72K), Total Wealth Planning LLC ($442.42K), Raymond James Financial Inc. ($408.76K), and CGC Financial Services LLC ($361.93K).

How much institutional buying is happening at JPMorgan Small & Mid Cap Enhanced Equity ETF?

Institutional investors have bought a total of 7,741,134 shares in the last 24 months. This purchase volume represents approximately $455.27M in transactions.

Which of JPMorgan Small & Mid Cap Enhanced Equity ETF's major shareholders have been selling company stock?

Of the 49 institutional investors that sold JPMorgan Small & Mid Cap Enhanced Equity ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Crestwood Advisors Group LLC ($276.51K), JPMorgan Chase & Co. ($195.02K), Redhawk Wealth Advisors Inc. ($143.40K), Systelligence LLC ($130.34K), Syntegra Private Wealth Group LLC ($64.15K), Triad Wealth Partners LLC ($55.98K), and Stewardship Advisors LLC ($42.99K).

How much institutional selling is happening at JPMorgan Small & Mid Cap Enhanced Equity ETF?

Institutional investors have sold a total of 1,159,861 shares in the last 24 months. This volume of shares sold represents approximately $67.68M in transactions.


Related Companies

This page (NYSEARCA:JMEE) was last updated on 8/30/2025 by MarketBeat.com Staff
From Our Partners
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsoredtc pixel
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsoredtc pixel
How “Trump’s New Dollar” Could Impact Your Wealth
President Trump just signed a game-changing law… That could soon upgrade the U.S. dollar in your checking a...
Brownstone Research | Sponsoredtc pixel
Take a look at this picture ...
A strange investment secret — discovered just a few short weeks before this image was taken — correctly predic...
Weiss Ratings | Sponsoredtc pixel
Small Washington, DC Group Could Crash US Stocks
New Amazon Crisis Could Tank U.S. Stock Market A new panic is halting AI projects at Amazon and could split...
Altimetry | Sponsoredtc pixel
BONUS GUIDE - Ben Stein Prepares For the Next Financial Crisis
With inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. Economist ...
Goldco Precious Metals | Sponsoredtc pixel
My NEXT $1 Trillion Prediction
James Altucher is making his next trillion-dollar prediction — and this time, it’s not Apple. He believes Elon...
Paradigm Press | Sponsoredtc pixel