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JPMorgan Market Expansion Enhanced Equity ETF (JMEE) Institutional Ownership

JPMorgan Market Expansion Enhanced Equity ETF logo
$60.32
+0.12 (+0.20%)
(As of 11/1/2024 ET)

Institutional Ownership Changes (13F Filings) for JPMorgan Market Expansion Enhanced Equity ETF (NYSEARCA:JMEE)

Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$155.66M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$22.72M
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JMEE Institutional Buying and Selling by Quarter

JPMorgan Market Expansion Enhanced Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/31/2024 Cozad Asset Management Inc.9,355$570K0.1%N/A0.050%
10/31/2024 Trademark Financial Management LLC7,512$458K0.4%-18.0%0.040%
10/31/2024 Concurrent Investment Advisors LLC10,116$617K0.0%-3.6%0.054%
10/29/2024 Janney Montgomery Scott LLC22,843$1.39M0.0%+361.7%0.122%
10/28/2024 Creative Financial Designs Inc. ADV70,287$4.29M0.4%+11.2%0.374%
10/28/2024 Summit Wealth Partners LLC12,406$756K0.1%+22.3%0.066%
10/25/2024 Wells Trecaso Financial Group LLC16,219$989K0.3%+10.9%0.086%
10/23/2024 West Michigan Advisors LLC62,509$3.81M1.2%+2.1%0.333%
10/22/2024 Syntegra Private Wealth Group LLC800,677$48.81M5.6%N/A4.266%
10/22/2024 Private Advisor Group LLC16,477$1.00M0.0%-3.1%0.088%
10/22/2024 Leo Wealth LLC17,047$1.04M0.1%+10.0%0.091%
10/21/2024 Stewardship Advisors LLC71,098$4.33M1.2%-37.7%0.379%
10/21/2024 Bluesphere Advisors LLC7,352$448K0.2%N/A0.039%
10/21/2024 Triad Wealth Partners LLC45,214$2.76M1.5%-27.4%0.241%
10/16/2024 Cornerstone Wealth Management LLC5,268$321K0.0%+27.5%0.028%
10/16/2024 PCG Wealth Advisors LLC44,103$2.69M1.0%+9.3%0.235%
10/16/2024 MN Wealth Advisors LLC5,443$332K0.2%+7.3%0.029%
10/11/2024 Redhawk Wealth Advisors Inc.98,936$6.03M0.9%+318.8%0.527%
10/11/2024 Wagner Wealth Management LLC311,088$18.96M5.1%+8.0%1.657%
10/10/2024 Concourse Financial Group Securities Inc.41,532$2.53M0.1%+25.9%0.221%
10/9/2024 Modus Advisors LLC3,316$202K0.1%N/A0.018%
10/8/2024 CWM LLC346,824$21.14M0.1%+56.1%1.848%
10/8/2024 Dynamic Advisor Solutions LLC4,541$277K0.0%+10.9%0.024%
10/7/2024 Choice Wealth Advisors LLC149,392$9.11M4.6%+3.0%0.796%
10/7/2024 Lakeridge Wealth Management LLC63,713$3.88M2.1%+2.5%0.339%
10/3/2024 Rockland Trust Co.12,820$782K0.0%-26.3%0.068%
9/11/2024 Summit Wealth Partners LLC10,142$574K0.1%N/A0.054%
8/22/2024Cetera Investment Advisers86,803$4.92M0.0%+116.5%0.462%
8/16/2024Northwestern Mutual Wealth Management Co.153,904$8.72M0.0%+315.1%0.820%
8/16/2024 Creative Planning9,922$562K0.0%-6.5%0.053%
8/16/2024Ascent Group LLC3,906$221K0.0%N/A0.021%
8/13/2024Thrivent Financial for Lutherans9,144$518K0.0%+42.1%0.049%
8/13/2024Benjamin F. Edwards & Company Inc.29,216$1.66M0.0%-0.7%0.156%
8/8/2024 Hazlett Burt & Watson Inc.1,760$99K0.1%+76.0%0.009%
8/8/2024LPL Financial LLC823,727$46.66M0.0%+23.8%4.389%
8/6/2024Flynn Zito Capital Management LLC113,595$6.43M3.3%N/A0.605%
8/5/2024 Private Advisor Group LLC16,999$963K0.0%+6.1%0.091%
7/31/2024Commonwealth Equity Services LLC39,570$2.24M0.0%+40.8%0.211%
7/31/2024 Concurrent Investment Advisors LLC10,490$594K0.0%-10.4%0.056%
7/31/2024 Trademark Financial Management LLC9,165$519K0.4%-19.7%0.049%
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7/29/2024 Ameritas Advisory Services LLC38,500$2.18M0.1%N/A0.205%
7/27/2024 Zimmermann Investment Management & Planning LLC30,850$1.75M0.6%+23.5%0.164%
7/25/2024Systelligence LLC196,878$11.15M3.0%-6.5%1.049%
7/25/2024 Destiny Wealth Partners LLC60,252$3.41M0.6%-47.8%0.321%
7/24/2024 MN Wealth Advisors LLC5,073$287K0.2%N/A0.027%
7/23/2024 Concourse Financial Group Securities Inc.32,977$1.87M0.1%+59.0%0.176%
7/23/2024 Rockland Trust Co.17,404$986K0.1%-31.2%0.093%
7/22/2024Atria Wealth Solutions Inc.14,242$807K0.0%+62.1%0.076%
7/18/2024 Triad Wealth Partners LLC62,270$3.53M1.8%+18.6%0.332%
7/17/2024 CGC Financial Services LLC320,336$18.14M7.9%N/A1.707%
7/17/2024 Redhawk Wealth Advisors Inc.23,626$1.34M0.2%-28.6%0.126%
7/16/2024 Envestnet Portfolio Solutions Inc.9,135$517K0.0%+148.4%0.049%
7/16/2024 PCG Wealth Advisors LLC40,352$2.29M1.0%+21.7%0.215%
7/15/2024 Dynamic Advisor Solutions LLC4,096$232K0.0%N/A0.022%
7/15/2024 Fifth Third Securities Inc.15,077$854K0.1%N/A0.080%
7/15/2024 Choice Wealth Advisors LLC145,089$8.22M4.4%N/A0.773%
7/10/2024 Stewardship Advisors LLC114,088$6.46M2.1%+15.1%0.608%
7/10/2024 CWM LLC222,178$12.58M0.1%+42.1%1.184%
5/24/2024Cetera Investment Advisers40,099$2.35M0.0%+62.3%0.214%
5/9/2024 Leo Wealth LLC54,031$3.14M0.3%+30.3%0.297%
5/8/2024 US Bancorp DE32,284$1.89M0.0%-6.5%0.177%
5/8/2024O Dell Group LLC7,128$417K0.1%+3.5%0.039%
5/8/2024 Trademark Financial Management LLC11,412$668K0.6%-7.3%0.063%
5/6/2024 Envestnet Portfolio Solutions Inc.3,678$215K0.0%N/A0.020%
5/1/2024 Concourse Financial Group Securities Inc.20,737$1.21M0.1%+1,480.6%0.114%
4/30/2024 Private Advisor Group LLC16,018$938K0.0%-9.6%0.088%
4/30/2024 Lakeridge Wealth Management LLC59,807$3.50M2.3%+0.5%0.328%
4/30/2024 Hazlett Burt & Watson Inc.1,000$60K0.0%N/A0.005%
4/29/2024Commonwealth Equity Services LLC28,111$1.65M0.0%+65.8%0.154%
4/29/2024Benjamin F. Edwards & Company Inc.29,416$1.72M0.0%+35.2%0.161%
4/29/2024 Aspire Wealth Management Corp1,999$117K0.1%+63.3%0.011%
4/24/2024 Wells Trecaso Financial Group LLC11,551$676K0.2%N/A0.063%
4/23/2024 Triad Wealth Partners LLC52,502$3.07M2.4%N/A0.287%
4/23/2024 Global Retirement Partners LLC3,790$222K0.0%+31.7%0.021%
4/23/2024Raymond James Financial Services Advisors Inc.51,528$3.02M0.0%+4.8%0.282%
4/19/2024 PCG Wealth Advisors LLC33,147$1.94M0.9%+29.6%0.181%
4/18/2024WJ Wealth Management LLC47,612$2.79M1.1%N/A0.260%
4/12/2024Systelligence LLC210,464$12.32M3.2%-0.5%1.150%
4/11/2024 Rockland Trust Co.25,291$1.48M0.1%-21.0%0.138%
4/9/2024 Destiny Wealth Partners LLC115,325$6.75M1.2%-12.8%0.672%
3/14/2024 Leo Wealth LLC41,451$2.34M0.2%N/A0.241%
2/16/2024O Dell Group LLC6,888$370K0.1%N/A0.040%
2/13/2024 Trademark Financial Management LLC12,310$661K0.5%N/A0.072%
2/9/2024 US Bancorp DE34,540$1.86M0.0%+0.7%0.201%
2/7/2024 Principal Securities Inc.879$47K0.0%N/A0.005%
2/7/2024 Concourse Financial Group Securities Inc.1,312$70K0.0%N/A0.008%
2/6/2024 Private Advisor Group LLC17,725$952K0.0%+6.8%0.103%
2/6/2024Merit Financial Group LLC9,791$526K0.0%N/A0.057%
2/6/2024Benjamin F. Edwards & Company Inc.21,753$1.17M0.0%-7.5%0.127%
2/1/2024 Northwest Capital Management Inc3,925$211K0.1%N/A0.023%
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2/1/2024 CWM LLC54,074$2.90M0.0%+30.9%0.315%
1/30/2024 PCG Wealth Advisors LLC25,586$1.37M0.8%+21.0%0.149%
1/24/2024 International Assets Investment Management LLC2,687$144K0.0%N/A0.016%
1/24/2024Private Trust Co. NA4,508$242K0.0%+12.5%0.026%
1/24/2024 Breakwater Capital Group3,760$201K0.1%N/A0.022%
1/22/2024 Zimmermann Investment Management & Planning LLC57,833$3.11M1.3%-13.1%0.337%
1/19/2024 AdvisorNet Financial Inc46,478$2.50M0.2%N/A0.271%
1/19/2024SFG Wealth Management LLC.8,290$445K0.3%+7.6%0.048%
1/19/2024 Destiny Wealth Partners LLC132,310$6.91M1.3%+8.3%0.771%
1/19/2024 Wagner Wealth Management LLC193,052$10.37M3.5%-1.9%1.124%
(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, 71 institutional investors and hedge funds held shares of JPMorgan Market Expansion Enhanced Equity ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($590.25M), Syntegra Private Wealth Group LLC ($48.81M), LPL Financial LLC ($46.66M), CWM LLC ($21.14M), Wagner Wealth Management LLC ($18.96M), CGC Financial Services LLC ($18.14M), and Systelligence LLC ($11.15M).Learn more on JMEE's institutional investors.

Which institutional investors have been buying JPMorgan Market Expansion Enhanced Equity ETF stock?

Of the 67 institutional investors that purchased JPMorgan Market Expansion Enhanced Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Syntegra Private Wealth Group LLC ($800.68K), CGC Financial Services LLC ($320.34K), LPL Financial LLC ($265.57K), CWM LLC ($243.03K), Systelligence LLC ($222.90K), Wagner Wealth Management LLC ($172.93K), and Choice Wealth Advisors LLC ($149.39K).

How much institutional buying is happening at JPMorgan Market Expansion Enhanced Equity ETF?

Institutional investors have bought a total of 3,515,272 shares in the last 24 months. This purchase volume represents approximately $196.34M in transactions.

Which JPMorgan Market Expansion Enhanced Equity ETF major shareholders have been selling company stock?

Of the 21 institutional investors that sold JPMorgan Market Expansion Enhanced Equity ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($467.28K), Rockland Trust Co. ($309.24K), LPL Financial LLC ($117.92K), Destiny Wealth Partners LLC ($72.06K), Stewardship Advisors LLC ($42.99K), Systelligence LLC ($26.02K), and Triad Wealth Partners LLC ($17.06K).

How much institutional selling is happening at JPMorgan Market Expansion Enhanced Equity ETF?

Institutional investors have sold a total of 1,103,019 shares in the last 24 months. This volume of shares sold represents approximately $54.67M in transactions.



This page (NYSEARCA:JMEE) was last updated on 11/2/2024 by MarketBeat.com Staff
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