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JPMorgan Market Expansion Enhanced Equity ETF (JMEE) Institutional Ownership

JPMorgan Market Expansion Enhanced Equity ETF logo
$63.63 +1.00 (+1.60%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
70
Total
Institutional Inflows
(last 12 months)
$219.50M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$12.66M
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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
1/21/2025Wells Trecaso Financial Group LLC19,024$1.15M0.4%+17.3%0.101%
1/21/2025Cornerstone Wealth Management LLC6,853$414K0.0%+30.1%0.037%
1/17/2025 Janney Montgomery Scott LLC73,900$4.47M0.0%+223.5%0.394%
1/16/2025 SFG Wealth Management LLC.10,152$614K0.3%+25.2%0.054%
1/15/2025 Choice Wealth Advisors LLC148,361$8.97M4.6%-0.7%0.790%
1/15/2025 Ameritas Advisory Services LLC5,770$349K0.0%-67.6%0.031%
1/15/2025 B & T Capital Management DBA Alpha Capital Management185,590$11.22M2.1%N/A0.989%
1/15/2025 Merit Financial Group LLC33,339$2.02M0.0%+139.1%0.178%
1/15/2025 Total Wealth Planning LLC335,511$20.29M3.2%N/A1.787%
1/15/2025 Fermata Advisors LLC24,469$1.48M0.3%N/A0.130%
1/14/2025 Redhawk Wealth Advisors Inc.162,474$9.83M1.3%+64.2%0.866%
1/14/2025 Rockland Trust Co.11,455$693K0.0%-10.6%0.061%
1/14/2025 Breakwater Capital Group4,002$242K0.0%+6.0%0.021%
1/8/2025 Legacy Private Trust Co.10,354$626K0.0%N/A0.055%
1/3/2025 Modus Advisors LLC8,780$531K0.2%+164.8%0.047%
12/26/2024JPMorgan Chase & Co.10,697,060$652.09M0.0%+0.2%56.990%
11/25/2024World Investment Advisors LLC5,671$346K0.0%N/A0.030%
11/20/2024Advisory Resource Group245,317$14.96M3.2%N/A1.307%
11/18/2024Arete Wealth Advisors LLC6,493$394K0.0%N/A0.035%
11/18/2024Asset Allocation Strategies LLC20,689$1.26M0.4%N/A0.110%
11/15/2024MML Investors Services LLC5,729$349K0.0%N/A0.031%
11/15/2024Jane Street Group LLC35,198$2.15M0.0%-11.1%0.188%
11/15/2024Stifel Financial Corp61,227$3.73M0.0%+15.5%0.326%
11/15/2024Benjamin Edwards Inc.22,378$1.37M0.0%N/A0.119%
11/13/2024Elios Financial Group Inc.6,767$413K0.2%N/A0.036%
11/12/2024Nwam LLC35,626$2.17M0.1%N/A0.190%
11/5/2024Systelligence LLC205,726$12.54M3.1%+4.5%1.096%
11/5/2024Verus Capital Partners LLC44,669$2.72M0.2%N/A0.238%
11/4/2024 Bond & Devick Financial Network Inc.62,883$3.83M1.6%+485.7%0.335%
11/4/2024Ashton Thomas Securities LLC31,900$1.95M0.4%+53.1%0.170%
10/31/2024Cozad Asset Management Inc.9,355$570K0.1%N/A0.050%
10/31/2024Trademark Financial Management LLC7,512$458K0.4%-18.0%0.040%
10/31/2024Concurrent 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%
10/28/2024Creative Financial Designs Inc. ADV70,287$4.29M0.4%+11.2%0.374%
10/28/2024Summit Wealth Partners LLC12,406$756K0.1%+22.3%0.066%
10/25/2024Wells Trecaso Financial Group LLC16,219$989K0.3%+10.9%0.086%
10/23/2024West Michigan Advisors LLC62,509$3.81M1.2%+2.1%0.333%
10/22/2024Syntegra Private Wealth Group LLC800,677$48.81M5.6%N/A4.266%
10/22/2024Private Advisor Group LLC16,477$1.00M0.0%-3.1%0.088%
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10/22/2024Leo Wealth LLC17,047$1.04M0.1%+10.0%0.091%
10/21/2024Stewardship Advisors LLC71,098$4.33M1.2%-37.7%0.379%
10/21/2024Bluesphere Advisors LLC7,352$448K0.2%N/A0.039%
10/21/2024Triad Wealth Partners LLC45,214$2.76M1.5%-27.4%0.241%
10/16/2024Cornerstone Wealth Management LLC5,268$321K0.0%+27.5%0.028%
10/16/2024PCG Wealth Advisors LLC44,103$2.69M1.0%+9.3%0.235%
10/16/2024MN 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%
10/11/2024Wagner Wealth Management LLC311,088$18.96M5.1%+8.0%1.657%
10/10/2024Concourse 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%
10/8/2024CWM LLC346,824$21.14M0.1%+56.1%1.848%
10/8/2024Dynamic 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%
10/7/2024Lakeridge 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%
9/11/2024Summit 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%
8/16/2024Creative 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%
8/8/2024Hazlett 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%
8/5/2024Private Advisor Group LLC16,999$963K0.0%+6.1%0.091%
7/31/2024Commonwealth Equity Services LLC39,570$2.24M0.0%+40.8%0.211%
7/31/2024Concurrent Investment Advisors LLC10,490$594K0.0%-10.4%0.056%
7/31/2024Trademark Financial Management LLC9,165$519K0.4%-19.7%0.049%
7/29/2024 Ameritas Advisory Services LLC38,500$2.18M0.1%N/A0.205%
7/27/2024Zimmermann Investment Management & Planning LLC30,850$1.75M0.6%+23.5%0.164%
7/25/2024Systelligence LLC196,878$11.15M3.0%-6.5%1.049%
7/25/2024Destiny Wealth Partners LLC60,252$3.41M0.6%-47.8%0.321%
7/24/2024MN Wealth Advisors LLC5,073$287K0.2%N/A0.027%
7/23/2024Concourse 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%
7/18/2024Triad Wealth Partners LLC62,270$3.53M1.8%+18.6%0.332%
7/17/2024CGC 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%
7/16/2024Envestnet Portfolio Solutions Inc.9,135$517K0.0%+148.4%0.049%
7/16/2024PCG Wealth Advisors LLC40,352$2.29M1.0%+21.7%0.215%
7/15/2024Dynamic Advisor Solutions LLC4,096$232K0.0%N/A0.022%
7/15/2024Fifth Third Securities Inc.15,077$854K0.1%N/A0.080%
7/15/2024 Choice Wealth Advisors LLC145,089$8.22M4.4%N/A0.773%
7/10/2024Stewardship Advisors LLC114,088$6.46M2.1%+15.1%0.608%
7/10/2024CWM LLC222,178$12.58M0.1%+42.1%1.184%
5/24/2024Cetera Investment Advisers40,099$2.35M0.0%+62.3%0.214%
5/9/2024Leo Wealth LLC54,031$3.14M0.3%+30.3%0.297%
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5/8/2024US Bancorp DE32,284$1.89M0.0%-6.5%0.177%
5/8/2024O Dell Group LLC7,128$417K0.1%+3.5%0.039%
5/8/2024Trademark Financial Management LLC11,412$668K0.6%-7.3%0.063%
5/6/2024Envestnet Portfolio Solutions Inc.3,678$215K0.0%N/A0.020%
5/1/2024Concourse Financial Group Securities Inc.20,737$1.21M0.1%+1,480.6%0.114%
4/30/2024Private Advisor Group LLC16,018$938K0.0%-9.6%0.088%
4/30/2024Lakeridge Wealth Management LLC59,807$3.50M2.3%+0.5%0.328%
4/30/2024Hazlett 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%
(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, 86 institutional investors and hedge funds held shares of JPMorgan Market Expansion Enhanced Equity ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($652.09M), Syntegra Private Wealth Group LLC ($48.81M), LPL Financial LLC ($46.66M), CWM LLC ($21.14M), Total Wealth Planning LLC ($20.29M), Wagner Wealth Management LLC ($18.96M), and CGC Financial Services LLC ($18.14M).Learn more on JMEE's institutional investors.

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

Of the 82 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), Total Wealth Planning LLC ($335.51K), CGC Financial Services LLC ($320.34K), LPL Financial LLC ($265.57K), Advisory Resource Group ($245.32K), CWM LLC ($243.03K), and Systelligence LLC ($231.75K).

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

Institutional investors have bought a total of 4,696,032 shares in the last 24 months. This purchase volume represents approximately $268.20M in transactions.

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

Of the 24 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. ($310.60K), 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 1,121,832 shares in the last 24 months. This volume of shares sold represents approximately $55.81M in transactions.



This page (NYSEARCA:JMEE) was last updated on 1/21/2025 by MarketBeat.com Staff
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