JPM Sma & Mid Cap En Eq Et-UJMEEETF
13F holders, Q3 2024 (September 30)112holders +18
22new positions
4sold out
1famous investor
$60.96avg. 13F price*
At the end of Q3 2024, 112 institutions reported holding JPM Sma & Mid Cap En Eq Et-U (JMEE) in their 13F filings, up 18 from Q2 2024. 22 opened new positions and 4 sold out. The largest holders were JPMorgan Chase & Co. ($652.1M), LPL Financial LLC ($67.1M) and Syntegra Private Wealth Group, LLC ($48.8M). 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 (Q3 2024)
- CUSIP
- 46641Q118
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $77.3M |
| Exits | 4 | $2.2M |
All 13F filers, Q2 2024 → Q3 2024: 2,441,681 shares bought and 136,633 shares sold, net +2,305,048 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 112 holders
| JPMorgan Chase & Co. | 0.05% | Add +0.2% | 10,697,060 | $652.1M |
| LPL Financial LLC | 0.03% | Add +33.6% | 1,100,576 | $67.1M |
| Syntegra Private Wealth Group, LLC | 5.64% | New | 800,677 | $48.8M |
| Cwm, LLC | 0.09% | Add +56.1% | 346,824 | $21.1M |
| CGC Financial Services, LLC | 7.99% | Add +2.1% | 327,055 | $19.9M |
| Wagner Wealth Management, LLC | 5.12% | Add +8.0% | 311,088 | $19.0M |
| Advisory Resource Group | 3.19% | New | 245,317 | $15.0M |
| Osaic Holdings, Inc. | 0.03% | Add +19.7% | 215,841 | $13.2M |
| Systelligence, LLC | 3.11% | Add +4.5% | 205,726 | $12.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +21.6% | 187,145 | $11.4M |
| Cetera Investment Advisers | 0.02% | Add +80.0% | 156,239 | $9.5M |
| Choice Wealth Advisors LLC | 4.55% | Add +3.0% | 149,392 | $9.1M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +109.4% | 148,633 | $9.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +228.0% | 129,790 | $7.9M |
| Flynn Zito Capital Management, LLC | 3.36% | Add +0.3% | 113,933 | $6.9M |
| Redhawk Wealth Advisors, Inc. | 0.86% | Add +318.8% | 98,936 | $6.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +439.7% | 89,357 | $5.4M |
| Royal Bank of Canada | 0.00% | Add +80.2% | 80,016 | $4.9M |
| Stewardship Advisors, LLC | 1.22% | Reduce -37.7% | 71,098 | $4.3M |
| Creative Financial Designs Inc. | 0.36% | Add +11.2% | 70,287 | $4.3M |
| UBS Group AG | 0.00% | Add +1060.8% | 65,507 | $4.0M |
| Lakeridge Wealth Management LLC | 2.13% | Add +2.5% | 63,713 | $3.9M |
| Bond & Devick Financial Network, Inc. | 1.64% | Add +485.7% | 62,883 | $3.8M |
| West Michigan Advisors, LLC | 1.15% | Add +2.1% | 62,509 | $3.8M |
| Stifel Financial Corp. | 0.00% | Add +15.5% | 61,227 | $3.7M |
| Destiny Wealth Partners, LLC | 0.64% | Add +0.1% | 60,327 | $3.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +5.3% | 50,029 | $3.0M |
| Triad Wealth Partners, LLC | 1.47% | Reduce -27.4% | 45,214 | $2.8M |
| Verus Capital Partners, LLC | 0.27% | New | 44,669 | $2.7M |
| PCG Wealth Advisors, LLC | 1.04% | Add +9.3% | 44,103 | $2.7M |
| Concourse Financial Group Securities, Inc. | 0.15% | Add +25.9% | 41,532 | $2.5M |
| Jones Financial Companies LLLP | 0.00% | Add +78.1% | 41,146 | $2.5M |
| Nwam LLC | 0.13% | New | 35,626 | $2.2M |
| Jane Street Group, LLC | 0.00% | Reduce -11.1% | 35,198 | $2.1M |
| Zimmermann Investment Management & Planning LLC | 0.63% | Add +9.9% | 33,911 | $2.1M |
| Equitable Holdings, Inc. | 0.02% | Add +6.5% | 33,027 | $2.0M |
| US Bancorp \de | 0.00% | No change | 32,284 | $2.0M |
| Ashton Thomas Securities, LLC | 0.38% | Add +53.1% | 31,900 | $1.9M |
| Ruggaard & Associates LLC | 0.80% | Add +7.2% | 30,175 | $1.8M |
| Janney Montgomery Scott LLC | 0.00% | Add +361.7% | 22,843 | $1.4M |
| Benjamin Edwards Inc. | 0.02% | New | 22,378 | $1.4M |
| Visionary Wealth Advisors | 0.08% | Reduce -17.4% | 21,625 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +38.3% | 21,106 | $1.3M |
| Asset Allocation Strategies LLC | 0.36% | New | 20,689 | $1.3M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -53.8% | 17,808 | $1.1M |
| Leo Wealth, LLC | 0.10% | Add +10.0% | 17,047 | $1.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -3.1% | 16,477 | $1.0M |
| Wells Trecaso Financial Group, LLC | 0.33% | Add +10.9% | 16,219 | $989K |
| Mgo One Seven LLC | 0.04% | New | 15,912 | $970K |
| Triumph Capital Management | 0.34% | New | 15,675 | $956K |
| Fifth Third Securities, Inc. | 0.09% | Add +2.2% | 15,404 | $939K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +0.9% | 14,368 | $876K |
| Merit Financial Group, LLC | 0.02% | Add +2.6% | 13,945 | $850K |
| Rockland Trust Co. | 0.04% | Reduce -26.3% | 12,820 | $782K |
| Rooted Wealth Advisors, Inc. | 0.34% | New | 12,707 | $767K |
| Summit Wealth Partners, LLC | 0.15% | Add +22.3% | 12,406 | $756K |
| NewEdge Advisors, LLC | 0.00% | Add +33.8% | 11,869 | $724K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +14.5% | 10,461 | $638K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -3.6% | 10,116 | $617K |
| Creative Planning | 0.00% | No change | 9,922 | $605K |
| D. E. Shaw & Co. | 0.00% | Add +5.1% | 9,436 | $575K |
| Cozad Asset Management Inc. | 0.05% | New | 9,355 | $570K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.3% | 9,173 | $559K |
| SFG Wealth Management, LLC. | 0.26% | Reduce -0.6% | 8,107 | $494K |
| O'Dell Group, LLC | 0.10% | Add +6.8% | 7,611 | $464K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +13.3% | 7,601 | $463K |
| Trademark Financial Management, LLC | 0.36% | Reduce -18.0% | 7,512 | $458K |
| PAX Financial Group, LLC | 0.08% | New | 7,386 | $450K |
| Bluesphere Advisors LLC | 0.22% | New | 7,352 | $448K |
| Elios Financial Group Inc. | 0.19% | — | 6,767 | $413K |
| Arete Wealth Advisors, LLC | 0.03% | New | 6,493 | $394K |
| Private Trust Co. NA | 0.04% | No change | 6,457 | $394K |
| MML Investors Services, LLC | 0.00% | New | 5,729 | $349K |
| World Investment Advisors | 0.01% | New | 5,671 | $346K |
| MN Wealth Advisors, LLC | 0.19% | Add +7.3% | 5,443 | $332K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +27.5% | 5,268 | $321K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +10.9% | 4,541 | $277K |
| Global Retirement Partners, LLC | 0.01% | Add +23.0% | 4,205 | $256K |
| Northwest Capital Management Inc | 0.09% | No change | 3,925 | $239K |
| Sequent Planning LLC | 0.08% | New | 3,885 | $237K |
| Ascent Group, LLC | 0.02% | Reduce -3.3% | 3,778 | $230K |
| Breakwater Capital Group | 0.05% | Add +0.5% | 3,777 | $230K |
| Prosperity Wealth Management, Inc. | 0.09% | New | 3,707 | $226K |
| LMCG Investments, LLC | 0.01% | No change | 3,628 | $221K |
| Spinnaker Trust | 0.01% | No change | 3,554 | $217K |
| Modus Advisors, LLC | 0.07% | New | 3,316 | $202K |
| Morgan Stanley | 0.00% | No change | 2,503 | $153K |
| Glass Jacobson Investment Advisors llc | 0.04% | No change | 2,100 | $128K |
| Aspire Wealth Management Corp | 0.06% | No change | 1,974 | $120K |
| Hazlett, Burt & Watson, Inc. | 0.05% | Add +2.8% | 1,810 | $110K |
| Qube Research & Technologies Ltd | 0.00% | New | 1,566 | $95K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,535 | $94K |
| Comerica Bank | 0.00% | Add +72.1% | 1,418 | $86K |
| Center for Financial Planning, Inc. | 0.01% | No change | 1,223 | $75K |
| IFP Advisors, Inc | 0.00% | Add +53.3% | 719 | $44K |
| Principal Securities, Inc. | 0.00% | Reduce -1.2% | 659 | $40K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -39.0% | 470 | $29K |
| CoreCap Advisors, LLC | 0.00% | No change | 361 | $22K |
| Capital Analysts, LLC | 0.00% | Add +442.9% | 266 | $16K |
| Bank of America Corp. | 0.00% | Reduce -53.9% | 239 | $15K |
"% 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.