JMEE Institutional Ownership
JPMorgan Small & Mid Cap Enhanced Equity ETF
1W: +0.8%
1M: -1.4%
3M: -2.7%
YTD: +15.1%
1Y: +19.3%
3Y: +61.2%
$75.10
+0.78 (+1.05%)
Weekly Expected Move ±1.4%
$73
$74
$75
$76
$77
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — JMEE
202
Institutional Holders
+15 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
30
New Positions
87
Increased
57
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (214 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 9,782,654 | $735M | -737,312 | -7.0% | 17Q | SEC ↗ |
| 2 | FMR LLC | 3,088,420 | $232M | +682,786 | +28.4% | 17Q | SEC ↗ |
| 3 | LPL Financial LLC | 2,260,945 | $170M | +128,740 | +6.0% | 17Q | SEC ↗ |
| 4 | CWM, LLC | 1,053,780 | $79M | +95,045 | +9.9% | 15Q | SEC ↗ |
| 5 | Crestwood Advisors Group, LLC | 1,023,610 | $77M | +20,260 | +2.0% | 6Q | SEC ↗ |
| 6 | Cetera Investment Advisers | 702,324 | $53M | +21,569 | +3.2% | 12Q | SEC ↗ |
| 7 | Syntegra Private Wealth Group, LLC | 633,091 | $48M | +16,014 | +2.6% | 8Q | SEC ↗ |
| 8 | JONES FINANCIAL COMPANIES LLLP | 618,478 | $46M | +159,065 | +34.6% | 10Q | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 580,188 | $44M | +17,399 | +3.1% | 4Q | SEC ↗ |
| 10 | GREAT VALLEY ADVISOR GROUP, INC. | 571,576 | $43M | +16,495 | +3.0% | 6Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 463,387 | $35M | +47,309 | +11.4% | 17Q | SEC ↗ |
| 12 | RAYMOND JAMES FINANCIAL INC | 455,639 | $34M | +56,028 | +14.0% | 7Q | SEC ↗ |
| 13 | Wagner Wealth Management, LLC | 440,073 | $33M | +8,645 | +2.0% | 16Q | SEC ↗ |
| 14 | Meridian Financial Partners LLC | 347,624 | $26M | +9,681 | +2.9% | 6Q | SEC ↗ |
| 15 | CGC Financial Services, LLC | 324,194 | $24M | -15,347 | -4.5% | 9Q | SEC ↗ |
| 16 | VERUS CAPITAL PARTNERS, LLC | 278,665 | $21M | +6,080 | +2.2% | 8Q | SEC ↗ |
| 17 | Advisory Resource Group | 258,935 | $19M | +536 | +0.2% | 8Q | SEC ↗ |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 231,431 | $17M | -26,151 | -10.2% | 17Q | SEC ↗ |
| 19 | Retirement Management Systems Inc. | 228,395 | $17M | +13,160 | +6.1% | 3Q | SEC ↗ |
| 20 | WealthPlan Investment Management, LLC | 224,405 | $17M | +27,349 | +13.9% | 5Q | SEC ↗ |
| 21 | B & T Capital Management DBA Alpha Cap | 209,506 | $16M | -193 | -0.1% | 7Q | SEC ↗ |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | 191,937 | $14M | +16,959 | +9.7% | 17Q | SEC ↗ |
| 23 | ROYAL BANK OF CANADA | 190,278 | $14M | +6,053 | +3.3% | 17Q | SEC ↗ |
| 24 | Bond & Devick Financial Network, Inc. | 182,754 | $14M | +7,322 | +4.2% | 15Q | SEC ↗ |
| 25 | Kestra Advisory Services, LLC | 156,363 | $12M | +54,783 | +53.9% | 11Q | SEC ↗ |
| 26 | ENVESTNET ASSET MANAGEMENT INC | 143,634 | $11M | +4,148 | +3.0% | 11Q | SEC ↗ |
| 27 | Macco Financial Group, Inc. | 138,964 | $10M | +32,100 | +30.0% | 3Q | SEC ↗ |
| 28 | Tradition Wealth Management, LLC | 134,663 | $10M | +6,679 | +5.2% | 6Q | SEC ↗ |
| 29 | STIFEL FINANCIAL CORP | 124,966 | $9M | +19,209 | +18.2% | 17Q | SEC ↗ |
| 30 | BARNES PETTEY FINANCIAL ADVISORS, LLC | 124,441 | $9M | +67,676 | +119.2% | 5Q | SEC ↗ |
| 31 | Private Advisor Group, LLC | 123,055 | $9M | +15,575 | +14.5% | 13Q | SEC ↗ |
| 32 | Scarborough Advisors, LLC | 121,721 | $9M | +21,702 | +21.7% | 7Q | SEC ↗ |
| 33 | CREATIVE FINANCIAL DESIGNS INC /ADV | 117,476 | $9M | +18,685 | +18.9% | 11Q | SEC ↗ |
| 34 | MML INVESTORS SERVICES, LLC | 117,247 | $9M | +25,592 | +27.9% | 8Q | SEC ↗ |
| 35 | Capital Developers, LLC | 111,827 | $8M | +342 | +0.3% | 2Q | SEC ↗ |
| 36 | Integrated Wealth Concepts LLC NEW | 110,138 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 37 | Concurrent Investment Advisors, LLC | 103,466 | $8M | +10,468 | +11.3% | 11Q | SEC ↗ |
| 38 | Commonwealth Financial Services, LLC NEW | 95,365 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 39 | Legacy Private Trust Co. | 90,326 | $7M | -2,951 | -3.2% | 7Q | SEC ↗ |
| 40 | Stewardship Advisors, LLC | 89,802 | $7M | +439 | +0.5% | 10Q | SEC ↗ |
| 41 | Lakeridge Wealth Management LLC | 82,410 | $6M | +720 | +0.9% | 11Q | SEC ↗ |
| 42 | Modern Wealth Management, LLC | 81,030 | $6M | +22,794 | +39.1% | 3Q | SEC ↗ |
| 43 | ASHTON THOMAS SECURITIES, LLC | 78,882 | $6M | +25,001 | +46.4% | 9Q | SEC ↗ |
| 44 | Platform Technology Partners | 78,189 | $6M | +23,482 | +42.9% | 2Q | SEC ↗ |
| 45 | Plan Group Financial, LLC | 77,375 | $6M | +16,545 | +27.2% | 4Q | SEC ↗ |
| 46 | Kingsview Wealth Management, LLC | 72,790 | $5M | +25,603 | +54.3% | 2Q | SEC ↗ |
| 47 | Allegheny Financial Group | 72,421 | $5M | +25,073 | +53.0% | 3Q | SEC ↗ |
| 48 | NATIXIS ADVISORS, LLC | 64,586 | $5M | +38,724 | +149.7% | 3Q | SEC ↗ |
| 49 | Destiny Wealth Partners, LLC | 62,829 | $5M | -3,259 | -4.9% | 15Q | SEC ↗ |
| 50 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | 56,697 | $4M | -29,552 | -34.3% | 9Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Integrated Wealth Concepts LLC | 110,138 | $8M |
| Commonwealth Financial Services, LL | 95,365 | $7M |
| AXXCESS WEALTH MANAGEMENT, LLC | 43,432 | $3M |
| GOLDMAN SACHS GROUP INC | 41,917 | $3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 40,052 | $3M |
| Planning Strategies Inc. | 39,448 | $3M |
| Global Retirement Partners, LLC | 15,442 | $1M |
| TWO SIGMA INVESTMENTS, LP | 8,500 | $638K |
| American Trust Investment Advisors, | 6,640 | $499K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 5,858 | $440K |
| MERCER GLOBAL ADVISORS INC /ADV | 5,308 | $399K |
| HBW ADVISORY SERVICES LLC | 5,014 | $377K |
| Dynamic Financial Group | 4,614 | $347K |
| Americana Partners, LLC | 3,954 | $297K |
| Simplicity Wealth,LLC | 3,231 | $243K |
| RIVERSEDGE ADVISORS, LLC | 2,918 | $219K |
| Integrated Advisors Network LLC | 2,821 | $212K |
| Bluesphere Advisors LLC | 2,615 | $196K |
| Tower Research Capital LLC (TRC) | 1,748 | $131K |
| FIDUCIARY FINANCIAL ADVISORS | 1,038 | $78K |
Sold Out (14)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Arkadios Wealth Advisors | 407,600 | $31M |
| Equitable Holdings, Inc. | 55,341 | $4M |
| Rooted Wealth Advisors, Inc. | 19,695 | $1M |
| BANK OF AMERICA CORP /DE | 7,301 | $548K |
| Mariner, LLC | 6,617 | $497K |
| Orion Porfolio Solutions, LLC | 4,052 | $304K |
| Thrivent Financial for Lutherans | 3,412 | $256K |
| Greenline Wealth Management LLC | 2,245 | $169K |
| Garton & Associates Financial Advis | 1,383 | $104K |
| Root Financial Partners, LLC | 1,162 | $87K |
| Qube Research & Technologies Ltd | 289 | $22K |
| TopTier Wealth Management, LLC | 72 | $5K |
| THURSTON, SPRINGER, MILLER, HERD & | 38 | $3K |
| Rockefeller Capital Management L.P. | 14 | $1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | +682,786 | +28.4% | 3,088,420 |
| JONES FINANCIAL COMPANIES LLLP | +159,065 | +34.6% | 618,478 |
| LPL Financial LLC | +128,740 | +6.0% | 2,260,945 |
| CWM, LLC | +95,045 | +9.9% | 1,053,780 |
| BARNES PETTEY FINANCIAL ADVISORS, L | +67,676 | +119.2% | 124,441 |
| RAYMOND JAMES FINANCIAL INC | +56,028 | +14.0% | 455,639 |
| Kestra Advisory Services, LLC | +54,783 | +53.9% | 156,363 |
| OSAIC HOLDINGS, INC. | +47,309 | +11.4% | 463,387 |
| NATIXIS ADVISORS, LLC | +38,724 | +149.7% | 64,586 |
| Macco Financial Group, Inc. | +32,100 | +30.0% | 138,964 |
| IFG Advisory, LLC | +27,968 | +27153.4% | 28,071 |
| WealthPlan Investment Management, L | +27,349 | +13.9% | 224,405 |
| Kingsview Wealth Management, LLC | +25,603 | +54.3% | 72,790 |
| MML INVESTORS SERVICES, LLC | +25,592 | +27.9% | 117,247 |
| Allegheny Financial Group | +25,073 | +53.0% | 72,421 |
| ASHTON THOMAS SECURITIES, LLC | +25,001 | +46.4% | 78,882 |
| Platform Technology Partners | +23,482 | +42.9% | 78,189 |
| Modern Wealth Management, LLC | +22,794 | +39.1% | 81,030 |
| Scarborough Advisors, LLC | +21,702 | +21.7% | 121,721 |
| Cetera Investment Advisers | +21,569 | +3.2% | 702,324 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | -737,312 | -7.0% | 9,782,654 |
| SHP Wealth Management | -316,296 | -98.2% | 5,956 |
| Independent Advisor Alliance | -267,715 | -94.6% | 15,393 |
| Schwallier Wealth Management LLC | -48,075 | -85.8% | 7,945 |
| JANE STREET GROUP, LLC | -30,039 | -90.8% | 3,038 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | -29,552 | -34.3% | 56,697 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -26,151 | -10.2% | 231,431 |
| CGC Financial Services, LLC | -15,347 | -4.5% | 324,194 |
| Gateway Wealth Partners, LLC | -6,025 | -55.7% | 4,797 |
| Choice Wealth Advisors LLC | -4,486 | -12.4% | 31,697 |
| NATIONAL BANK OF CANADA /FI | -4,182 | -10.6% | 35,305 |
| American Trust | -3,905 | -6.8% | 53,695 |
| Freedom Financial Partners LLC | -3,891 | -30.5% | 8,855 |
| Vise Technologies, Inc. | -3,287 | -33.9% | 6,416 |
| Destiny Wealth Partners, LLC | -3,259 | -4.9% | 62,829 |
| Legacy Private Trust Co. | -2,951 | -3.2% | 90,326 |
| UBS Group AG | -2,709 | -5.5% | 46,410 |
| US BANCORP \DE | -1,753 | -6.1% | 26,902 |
| Everest Financial Group LLC | -1,575 | -19.9% | 6,338 |
| Triumph Capital Management | -1,131 | -50.1% | 1,125 |