JPM Sma & Mid Cap En Eq Et-UJMEEETF
13F holders, Q1 2024 (March 31)80holders
1famous investor
$58.53avg. 13F price*
At the end of Q1 2024, 80 institutions reported holding JPM Sma & Mid Cap En Eq Et-U (JMEE) in their 13F filings. The largest holders were JPMorgan Chase & Co. ($641.9M), LPL Financial LLC ($38.9M) and Wagner Wealth Management, LLC ($17.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPM Sma & Mid Cap En Eq Et-U
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q1 2024)
- CUSIP
- 46641Q118
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $21.4M |
| Exits | 5 | $3.3M |
Ownership 80 holders
| JPMorgan Chase & Co. | 0.06% | Reduce -9.3% | 10,967,199 | $641.9M |
| LPL Financial LLC | 0.02% | Add +51.4% | 665,325 | $38.9M |
| Wagner Wealth Management, LLC | 5.23% | Add +51.9% | 293,265 | $17.2M |
| Systelligence, LLC | 3.22% | Reduce -0.5% | 210,464 | $12.3M |
| Cwm, LLC | 0.04% | Add +189.1% | 156,350 | $9.2M |
| Destiny Wealth Partners, LLC | 1.21% | Reduce -12.8% | 115,325 | $6.7M |
| Osaic Holdings, Inc. | 0.01% | Add +4.1% | 101,814 | $6.0M |
| Stewardship Advisors, LLC | 1.99% | New | 99,135 | $5.8M |
| Citadel Advisors | 0.00% | New | 85,188 | $5.0M |
| West Michigan Advisors, LLC | 1.19% | New | 62,324 | $3.6M |
| Creative Financial Designs Inc. | 0.33% | Add +5.4% | 60,487 | $3.5M |
| Lakeridge Wealth Management LLC | 2.27% | Add +0.5% | 59,807 | $3.5M |
| Leo Wealth, LLC | 0.32% | Add +30.4% | 54,031 | $3.1M |
| Triad Wealth Partners, LLC | 2.36% | — | 52,502 | $3.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +4.8% | 51,528 | $3.0M |
| WJ Wealth Management, LLC | 1.11% | New | 47,612 | $2.8M |
| Kestra Advisory Services, LLC | 0.02% | Add +220.4% | 46,334 | $2.7M |
| Royal Bank of Canada | 0.00% | Add +10.0% | 43,668 | $2.6M |
| Stifel Financial Corp. | 0.00% | Add +5.7% | 41,279 | $2.4M |
| Cetera Investment Advisers | 0.01% | Add +62.3% | 40,099 | $2.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +16.0% | 37,074 | $2.2M |
| PCG Wealth Advisors, LLC | 0.92% | Add +29.6% | 33,147 | $1.9M |
| Redhawk Wealth Advisors, Inc. | 0.32% | Add +8.7% | 33,075 | $1.9M |
| US Bancorp \de | 0.00% | Reduce -6.5% | 32,284 | $1.9M |
| Equitable Holdings, Inc. | 0.02% | Add +14.6% | 29,990 | $1.8M |
| Benjamin F. Edwards & Company, Inc. | 0.03% | Add +35.2% | 29,416 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +65.8% | 28,111 | $1.6M |
| Ruggaard & Associates LLC | 0.77% | Reduce -8.8% | 27,720 | $1.6M |
| Rockland Trust Co. | 0.08% | Reduce -21.0% | 25,291 | $1.5M |
| Zimmermann Investment Management & Planning LLC | 0.53% | Reduce -56.8% | 24,985 | $1.5M |
| Concourse Financial Group Securities, Inc. | 0.08% | Add +1480.6% | 20,737 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -9.6% | 16,018 | $938K |
| Morgan Stanley | 0.00% | Add +320.5% | 15,093 | $883K |
| Flow Traders U.S. LLC | 0.04% | New | 14,025 | $821K |
| Visionary Wealth Advisors | 0.05% | New | 12,749 | $746K |
| Concurrent Investment Advisors, LLC | 0.03% | Add +1.0% | 11,708 | $685K |
| Wells Trecaso Financial Group, LLC | 0.24% | New | 11,551 | $676K |
| Trademark Financial Management, LLC | 0.55% | Reduce -7.3% | 11,412 | $668K |
| Bond & Devick Financial Network, Inc. | 0.34% | Add +0.3% | 10,623 | $622K |
| Creative Planning | 0.00% | Reduce -5.4% | 10,611 | $621K |
| Merit Financial Group, LLC | 0.01% | Add +8.4% | 10,614 | $599K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +67.3% | 9,790 | $573K |
| Atria Wealth Solutions, Inc. | 0.01% | New | 8,785 | $514K |
| SFG Wealth Management, LLC. | 0.29% | Reduce -0.6% | 8,239 | $482K |
| O'Dell Group, LLC | 0.10% | Add +3.5% | 7,128 | $417K |
| Envestnet Asset Management Inc. | 0.00% | Add +75.0% | 6,860 | $402K |
| Thrivent Financial for Lutherans | 0.00% | Add +16.8% | 6,435 | $377K |
| Private Trust Co. NA | 0.03% | Add +13.0% | 5,093 | $298K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 4,972 | $291K |
| Northwest Capital Management Inc | 0.07% | No change | 3,925 | $230K |
| Global Retirement Partners, LLC | 0.01% | Add +31.7% | 3,790 | $222K |
| Breakwater Capital Group | 0.06% | No change | 3,760 | $220K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 3,678 | $215K |
| LMCG Investments, LLC | 0.01% | New | 3,628 | $212K |
| Spinnaker Trust | 0.01% | New | 3,554 | $208K |
| Jones Financial Companies LLLP | 0.00% | New | 3,175 | $186K |
| UBS Group AG | 0.00% | Reduce -80.9% | 2,588 | $151K |
| Bank of America Corp. | 0.00% | Reduce -21.8% | 2,111 | $124K |
| Glass Jacobson Investment Advisors llc | 0.05% | No change | 2,100 | $123K |
| Aspire Wealth Management Corp | 0.07% | Add +63.3% | 1,999 | $117K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,535 | $89K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 1,470 | $86K |
| Center for Financial Planning, Inc. | 0.01% | No change | 1,223 | $72K |
| Hazlett, Burt & Watson, Inc. | 0.04% | New | 1,000 | $60K |
| Principal Securities, Inc. | 0.00% | Add +1.9% | 896 | $52K |
| Comerica Bank | 0.00% | Reduce -1.1% | 850 | $50K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 676 | $40K |
| Allworth Financial LP | 0.00% | New | 453 | $27K |
| CoreCap Advisors, LLC | 0.00% | New | 361 | $21K |
| SYM FINANCIAL Corp | 0.00% | New | 161 | $9K |
| MeadowBrook Investment Advisors LLC | 0.01% | No change | 141 | $8K |
| IFP Advisors, Inc | 0.00% | New | 128 | $7K |
| Capital Analysts, LLC | 0.00% | No change | 49 | $3K |
| FMR LLC | 0.00% | Reduce -60.2% | 43 | $3K |
| Sunbelt Securities, Inc. | 0.00% | No change | 41 | $2K |
| NewEdge Advisors, LLC | 0.00% | New | 36 | $2K |
| Cambridge Trust Co. | 0.00% | Reduce -62.5% | 27 | $2K |
| NorthRock Partners, LLC | 0.00% | Add +112.5% | 17 | $995 |
| McIlrath & Eck, LLC | 0.00% | No change | 15 | $889 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1 | $52 |
"% of holder's portfolio" is JMEE's weight in each manager's 13F, not the share of JPM Sma & Mid Cap En Eq Et-U the manager owns.