JPM Sma & Mid Cap En Eq Et-UJMEEETF
13F holders, Q2 2024 (June 30)94holders +14
18new positions
5sold out
1famous investor
$56.64avg. 13F price*
At the end of Q2 2024, 94 institutions reported holding JPM Sma & Mid Cap En Eq Et-U (JMEE) in their 13F filings, up 14 from Q1 2024. 18 opened new positions and 5 sold out. The largest holders were JPMorgan Chase & Co. ($604.9M), LPL Financial LLC ($46.7M) and CGC Financial Services, LLC ($18.1M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- JPM Sma & Mid Cap En Eq Et-U
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q2 2024)
- CUSIP
- 46641Q118
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $42.6M |
| Exits | 5 | $8.6M |
All 13F filers, Q1 2024 → Q2 2024: 1,404,668 shares bought and 585,802 shares sold, net +818,866 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 94 holders
| JPMorgan Chase & Co. | 0.05% | Reduce -2.6% | 10,679,563 | $604.9M |
| LPL Financial LLC | 0.02% | Add +23.8% | 823,727 | $46.7M |
| CGC Financial Services, LLC | 7.88% | New | 320,336 | $18.1M |
| Wagner Wealth Management, LLC | 4.88% | Reduce -1.8% | 288,124 | $16.3M |
| Cwm, LLC | 0.06% | Add +42.1% | 222,178 | $12.6M |
| Systelligence, LLC | 2.97% | Reduce -6.5% | 196,878 | $11.2M |
| Osaic Holdings, Inc. | 0.02% | Add +77.1% | 180,282 | $10.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +315.1% | 153,904 | $8.7M |
| Choice Wealth Advisors LLC | 4.36% | New | 145,089 | $8.2M |
| Stewardship Advisors, LLC | 2.14% | Add +15.1% | 114,088 | $6.5M |
| Flynn Zito Capital Management, LLC | 3.29% | New | 113,595 | $6.4M |
| Cetera Investment Advisers | 0.01% | Add +116.5% | 86,803 | $4.9M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +37.7% | 70,977 | $4.0M |
| Creative Financial Designs Inc. | 0.32% | Add +4.5% | 63,231 | $3.6M |
| Triad Wealth Partners, LLC | 1.85% | Add +18.6% | 62,270 | $3.5M |
| Lakeridge Wealth Management LLC | 2.12% | Add +4.0% | 62,187 | $3.5M |
| West Michigan Advisors, LLC | 1.10% | Reduce -1.7% | 61,239 | $3.5M |
| Destiny Wealth Partners, LLC | 0.61% | Reduce -47.8% | 60,252 | $3.4M |
| Stifel Financial Corp. | 0.00% | Add +28.4% | 52,993 | $3.0M |
| Kestra Advisory Services, LLC | 0.02% | Add +2.5% | 47,496 | $2.7M |
| Royal Bank of Canada | 0.00% | Add +1.7% | 44,401 | $2.5M |
| PCG Wealth Advisors, LLC | 0.99% | Add +21.7% | 40,352 | $2.3M |
| Jane Street Group, LLC | 0.00% | New | 39,577 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +40.8% | 39,570 | $2.2M |
| Ameritas Advisory Services, LLC | 0.08% | New | 38,500 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | New | 38,161 | $2.2M |
| Concourse Financial Group Securities, Inc. | 0.12% | Add +59.0% | 32,977 | $1.9M |
| US Bancorp \de | 0.00% | No change | 32,284 | $1.8M |
| Equitable Holdings, Inc. | 0.02% | Add +3.4% | 31,021 | $1.8M |
| Zimmermann Investment Management & Planning LLC | 0.58% | Add +23.5% | 30,850 | $1.7M |
| Benjamin F. Edwards & Company, Inc. | 0.03% | Reduce -0.7% | 29,216 | $1.7M |
| Ruggaard & Associates LLC | 0.74% | Add +1.5% | 28,144 | $1.6M |
| Visionary Wealth Advisors | 0.10% | Add +105.4% | 26,188 | $1.5M |
| Redhawk Wealth Advisors, Inc. | 0.20% | Reduce -28.6% | 23,626 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +627.6% | 23,101 | $1.3M |
| Ashton Thomas Securities, LLC | 0.28% | — | 20,839 | $1.2M |
| Rockland Trust Co. | 0.05% | Reduce -31.2% | 17,404 | $986K |
| Private Advisor Group, LLC | 0.01% | Add +6.1% | 16,999 | $963K |
| Envestnet Asset Management Inc. | 0.00% | Add +141.3% | 16,556 | $938K |
| Leo Wealth, LLC | 0.09% | Reduce -71.3% | 15,498 | $870K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +55.9% | 15,259 | $864K |
| Fifth Third Securities, Inc. | 0.08% | New | 15,077 | $854K |
| Wells Trecaso Financial Group, LLC | 0.29% | Add +26.6% | 14,625 | $828K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +62.1% | 14,242 | $807K |
| Merit Financial Group, LLC | 0.02% | Add +28.1% | 13,591 | $770K |
| Bond & Devick Financial Network, Inc. | 0.33% | Add +1.1% | 10,736 | $608K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -10.4% | 10,490 | $594K |
| Summit Wealth Partners, LLC | 0.12% | New | 10,142 | $574K |
| Creative Planning | 0.00% | Reduce -6.5% | 9,922 | $562K |
| Trademark Financial Management, LLC | 0.42% | Reduce -19.7% | 9,165 | $519K |
| Thrivent Financial for Lutherans | 0.00% | Add +42.1% | 9,144 | $518K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +148.4% | 9,135 | $517K |
| D. E. Shaw & Co. | 0.00% | New | 8,981 | $509K |
| NewEdge Advisors, LLC | 0.00% | Add +24536.1% | 8,869 | $502K |
| SFG Wealth Management, LLC. | 0.26% | Reduce -1.0% | 8,155 | $462K |
| O'Dell Group, LLC | 0.10% | No change | 7,128 | $417K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +34.9% | 6,709 | $380K |
| Private Trust Co. NA | 0.04% | Add +26.8% | 6,457 | $366K |
| UBS Group AG | 0.00% | Add +118.0% | 5,643 | $320K |
| MN Wealth Advisors, LLC | 0.17% | New | 5,073 | $287K |
| Janney Montgomery Scott LLC | 0.00% | New | 4,948 | $280K |
| Cornerstone Wealth Management, LLC | 0.02% | New | 4,133 | $234K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 4,096 | $232K |
| Northwest Capital Management Inc | 0.08% | No change | 3,925 | $222K |
| Ascent Group, LLC | 0.02% | New | 3,906 | $221K |
| Breakwater Capital Group | 0.05% | No change | 3,760 | $213K |
| LMCG Investments, LLC | 0.01% | No change | 3,628 | $205K |
| Spinnaker Trust | 0.01% | No change | 3,554 | $201K |
| Global Retirement Partners, LLC | 0.01% | Reduce -9.8% | 3,418 | $194K |
| Morgan Stanley | 0.00% | Reduce -83.4% | 2,503 | $142K |
| Glass Jacobson Investment Advisors llc | 0.04% | No change | 2,100 | $119K |
| Aspire Wealth Management Corp | 0.06% | Reduce -1.3% | 1,974 | $112K |
| Hazlett, Burt & Watson, Inc. | 0.05% | Add +76.0% | 1,760 | $99K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,535 | $86K |
| Center for Financial Planning, Inc. | 0.01% | No change | 1,223 | $69K |
| Comerica Bank | 0.00% | Reduce -3.1% | 824 | $47K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -47.6% | 770 | $44K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 676 | $38K |
| Principal Securities, Inc. | 0.00% | Reduce -25.6% | 667 | $38K |
| Bank of America Corp. | 0.00% | Reduce -75.5% | 518 | $29K |
| IFP Advisors, Inc | 0.00% | Add +266.4% | 469 | $27K |
| CoreCap Advisors, LLC | 0.00% | No change | 361 | $20K |
| Strategic Investment Solutions, Inc. | 0.00% | — | 216 | $13K |
| Unique Wealth Strategies, LLC | 0.00% | New | 170 | $10K |
| MeadowBrook Investment Advisors LLC | 0.01% | No change | 141 | $8K |
| Capital Analysts, LLC | 0.00% | No change | 49 | $3K |
| International Assets Investment Management, LLC | 0.00% | New | 50 | $3K |
| Farther Finance Advisors, LLC | 0.00% | New | 49 | $3K |
| FMR LLC | 0.00% | No change | 43 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 41 | $2K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 38 | $2K |
| NorthRock Partners, LLC | 0.00% | No change | 17 | $963 |
| McIlrath & Eck, LLC | 0.00% | No change | 15 | $860 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1 | $50 |
"% 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.