JPM Sma & Mid Cap En Eq Et-UJMEEETF
13F holders, Q4 2024 (December 31)147holders +35
34new positions
5sold out
1famous investor
$60.48avg. 13F price*
At the end of Q4 2024, 147 institutions reported holding JPM Sma & Mid Cap En Eq Et-U (JMEE) in their 13F filings, up 35 from Q3 2024. 34 opened new positions and 5 sold out. The largest holders were JPMorgan Chase & Co. ($642.4M), LPL Financial LLC ($92.4M) and Syntegra Private Wealth Group, LLC ($49.6M). 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 (Q4 2024)
- CUSIP
- 46641Q118
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $81.8M |
| Exits | 5 | $930K |
All 13F filers, Q3 2024 → Q4 2024: 2,760,035 shares bought and 157,382 shares sold, net +2,602,653 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 147 holders
| JPMorgan Chase & Co. | 0.05% | Reduce -0.7% | 10,622,631 | $642.4M |
| LPL Financial LLC | 0.04% | Add +38.9% | 1,528,202 | $92.4M |
| Syntegra Private Wealth Group, LLC | 5.60% | Add +2.4% | 820,004 | $49.6M |
| Osaic Holdings, Inc. | 0.07% | Add +122.5% | 480,314 | $29.1M |
| Cwm, LLC | 0.10% | Add +20.6% | 418,170 | $25.3M |
| CGC Financial Services, LLC | 8.22% | Add +4.3% | 341,282 | $20.6M |
| Wagner Wealth Management, LLC | 5.24% | Add +8.0% | 335,962 | $20.3M |
| Total Wealth Planning, LLC | 3.16% | New | 335,511 | $20.3M |
| Advisory Resource Group | 3.27% | Add +3.8% | 254,602 | $15.4M |
| Cetera Investment Advisers | 0.03% | Add +47.6% | 230,604 | $13.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +3.7% | 194,102 | $11.7M |
| Systelligence, LLC | 2.83% | Reduce -7.8% | 189,624 | $11.5M |
| B & T Capital Management DBA Alpha Capital Management | 2.06% | New | 185,590 | $11.2M |
| Redhawk Wealth Advisors, Inc. | 1.33% | Add +64.2% | 162,474 | $9.8M |
| Raymond James Financial Inc. | 0.00% | — | 160,658 | $9.7M |
| Choice Wealth Advisors LLC | 4.58% | Reduce -0.7% | 148,361 | $9.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +6.8% | 138,619 | $8.4M |
| Independent Advisor Alliance | 0.10% | New | 130,880 | $7.9M |
| Royal Bank of Canada | 0.00% | Add +60.5% | 128,432 | $7.8M |
| Citigroup Inc. | 0.01% | New | 125,000 | $7.6M |
| Flynn Zito Capital Management, LLC | 3.32% | Add +3.5% | 117,896 | $7.1M |
| Valicenti Advisory Services Inc. | 1.74% | New | 115,864 | $7.0M |
| Jones Financial Companies LLLP | 0.01% | Add +178.9% | 114,745 | $6.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +22.4% | 109,417 | $6.6M |
| Freedom Financial Partners LLC | 2.46% | — | 84,213 | $5.1M |
| Verus Capital Partners, LLC | 0.47% | Add +82.2% | 81,394 | $4.9M |
| Creative Financial Designs Inc. | 0.39% | Add +11.9% | 78,667 | $4.8M |
| Stifel Financial Corp. | 0.00% | Add +28.0% | 78,372 | $4.7M |
| UBS Group AG | 0.00% | Add +15.0% | 75,352 | $4.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +223.5% | 73,900 | $4.5M |
| Lakeridge Wealth Management LLC | 2.24% | Add +12.6% | 71,738 | $4.3M |
| Stewardship Advisors, LLC | 1.19% | Reduce -0.1% | 71,033 | $4.3M |
| Fortitude Financial, LLC | 2.23% | — | 66,009 | $4.0M |
| West Michigan Advisors, LLC | 1.19% | Add +4.3% | 65,181 | $3.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +27.2% | 63,640 | $3.8M |
| Bond & Devick Financial Network, Inc. | 1.64% | No change | 62,883 | $3.8M |
| Jane Street Group, LLC | 0.01% | Add +74.8% | 61,510 | $3.7M |
| Destiny Wealth Partners, LLC | 0.60% | Add +0.3% | 60,503 | $3.7M |
| Scarborough Advisors, LLC | 0.52% | New | 60,467 | $3.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | New | 59,062 | $3.6M |
| Ameriprise Financial Inc. | 0.00% | New | 58,910 | $3.6M |
| Concourse Financial Group Securities, Inc. | 0.18% | Add +17.6% | 48,820 | $3.1M |
| PCG Wealth Advisors, LLC | 1.03% | Add +4.7% | 46,194 | $2.8M |
| National Bank of Canada | 0.00% | New | 43,365 | $2.6M |
| Equitable Holdings, Inc. | 0.02% | Add +23.0% | 40,619 | $2.5M |
| Vienna Asset Management LLC | 1.61% | New | 39,286 | $2.4M |
| Nwam LLC | 0.15% | Add +10.2% | 39,263 | $2.4M |
| Ashton Thomas Securities, LLC | 0.56% | Add +5.0% | 33,498 | $2.0M |
| Merit Financial Group, LLC | 0.04% | Add +139.1% | 33,339 | $2.0M |
| Siligmueller & Norvid Wealth Advisors LLC | 0.81% | — | 31,583 | $1.9M |
| Avestar Capital, LLC | 0.17% | New | 30,596 | $1.9M |
| Ruggaard & Associates LLC | 0.78% | Reduce -2.1% | 29,548 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +36.7% | 28,843 | $1.7M |
| US Bancorp \de | 0.00% | Reduce -14.6% | 27,582 | $1.7M |
| Asset Allocation Strategies LLC | 0.36% | Add +19.8% | 24,786 | $1.5M |
| Fermata Advisors, LLC | 0.28% | New | 24,469 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | New | 23,392 | $1.4M |
| Fifth Third Securities, Inc. | 0.12% | Add +47.2% | 22,678 | $1.4M |
| Visionary Wealth Advisors | 0.08% | Add +2.8% | 22,226 | $1.3M |
| Triad Wealth Partners, LLC | 0.48% | Reduce -50.9% | 22,188 | $1.3M |
| Leo Wealth, LLC | 0.12% | Add +25.5% | 21,399 | $1.3M |
| Benjamin Edwards Inc. | 0.02% | Reduce -10.1% | 20,128 | $1.2M |
| Smith, Moore & Co. | 0.11% | New | 19,848 | $1.2M |
| Wells Trecaso Financial Group, LLC | 0.38% | Add +17.3% | 19,024 | $1.2M |
| Triumph Capital Management | 0.37% | Add +14.2% | 17,897 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Add +7.8% | 17,763 | $1.1M |
| Mgo One Seven LLC | 0.04% | Reduce -0.1% | 15,900 | $961K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +9.3% | 15,708 | $950K |
| Total Clarity Wealth Management, Inc. | 0.29% | New | 14,924 | $902K |
| Cordgrass Capital Advisors, LLC | 0.26% | New | 14,822 | $896K |
| Rooted Wealth Advisors, Inc. | 0.33% | Add +11.1% | 14,115 | $855K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +32.0% | 13,353 | $807K |
| Cozad Asset Management Inc. | 0.07% | Add +37.0% | 12,812 | $775K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +12.2% | 11,739 | $710K |
| Summit Wealth Partners, LLC | 0.15% | Reduce -5.8% | 11,693 | $707K |
| Rockland Trust Co. | 0.04% | Reduce -10.7% | 11,455 | $693K |
| NewEdge Advisors, LLC | 0.00% | Reduce -6.5% | 11,102 | $671K |
| Legacy Private Trust Co. | 0.04% | New | 10,354 | $626K |
| IFG Advisory, LLC | 0.04% | New | 10,246 | $620K |
| SFG Wealth Management, LLC. | 0.32% | Add +25.2% | 10,152 | $614K |
| Bluesphere Advisors LLC | 0.30% | Add +36.9% | 10,063 | $608K |
| Creative Planning | 0.00% | Reduce -5.5% | 9,379 | $567K |
| Arete Wealth Advisors, LLC | 0.04% | Add +43.6% | 9,326 | $565K |
| D. E. Shaw & Co. | 0.00% | Reduce -3.5% | 9,104 | $551K |
| Quadrature Capital Ltd | 0.01% | New | 9,085 | $549K |
| Modus Advisors, LLC | 0.17% | Add +164.8% | 8,780 | $531K |
| Western Wealth Management, LLC | 0.03% | New | 8,646 | $523K |
| O'Dell Group, LLC | 0.10% | Add +0.9% | 7,683 | $465K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -1.3% | 7,503 | $454K |
| HighTower Advisors, LLC | 0.00% | New | 7,393 | $447K |
| PAX Financial Group, LLC | 0.08% | Reduce -3.4% | 7,135 | $431K |
| MML Investors Services, LLC | 0.00% | Add +21.4% | 6,954 | $421K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +30.1% | 6,853 | $414K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -25.4% | 6,839 | $414K |
| Elios Financial Group Inc. | 0.19% | Add +0.4% | 6,793 | $411K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -67.6% | 5,770 | $349K |
| Private Trust Co. NA | 0.03% | Reduce -13.6% | 5,581 | $337K |
| Advisory Services Network, LLC | 0.01% | New | 5,578 | $337K |
| MN Wealth Advisors, LLC | 0.19% | Add +2.1% | 5,557 | $336K |
| Strategic Financial Concepts, LLC | 0.06% | New | 5,556 | $336K |
| World Investment Advisors | 0.01% | Reduce -4.2% | 5,431 | $328K |
| Greenwood Capital Associates LLC | 0.04% | New | 5,401 | $327K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +17.3% | 5,326 | $322K |
| Global Retirement Partners, LLC | 0.01% | Add +12.8% | 4,745 | $287K |
| Mascagni Wealth Management, Inc. | 0.27% | — | 4,861 | $272K |
| Prosperity Wealth Management, Inc. | 0.10% | Add +8.3% | 4,016 | $243K |
| Breakwater Capital Group | 0.05% | Add +6.0% | 4,002 | $242K |
| Nestegg Advisors, Inc. | 0.24% | — | 3,870 | $242K |
| Sequent Planning LLC | 0.09% | Add +2.2% | 3,972 | $240K |
| Northwest Capital Management Inc | 0.10% | No change | 3,925 | $237K |
| Adamsbrown Wealth Consultants LLC | 0.08% | New | 3,857 | $233K |
| Twin Peaks Wealth Advisors, LLC | 0.10% | New | 3,854 | $233K |
| Spinnaker Trust | 0.01% | No change | 3,554 | $215K |
| Morgan Stanley | 0.00% | No change | 2,503 | $151K |
| Glass Jacobson Investment Advisors llc | 0.04% | No change | 2,100 | $127K |
| Hazlett, Burt & Watson, Inc. | 0.05% | No change | 1,810 | $109K |
| Comerica Bank | 0.00% | Add +16.2% | 1,648 | $100K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,535 | $93K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -5.8% | 1,475 | $89K |
| Center for Financial Planning, Inc. | 0.01% | No change | 1,223 | $74K |
| Golden State Wealth Management, LLC | 0.01% | — | 1,219 | $74K |
| Ameriflex Group, Inc. | 0.03% | — | 1,101 | $69K |
| IFP Advisors, Inc | 0.00% | Add +32.5% | 953 | $58K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +70.0% | 799 | $48K |
| MAI Capital Management | 0.00% | New | 772 | $47K |
| Principal Securities, Inc. | 0.00% | Reduce -1.5% | 649 | $39K |
| Concord Wealth Partners | 0.00% | Add +78.2% | 367 | $22K |
| CoreCap Advisors, LLC | 0.00% | No change | 361 | $22K |
| Assetmark, Inc. | 0.00% | New | 297 | $18K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 216 | $13K |
| Aptus Capital Advisors, LLC | 0.00% | New | 191 | $12K |
| MeadowBrook Investment Advisors LLC | 0.01% | No change | 141 | $9K |
| Harbour Investments, Inc. | 0.00% | New | 100 | $6K |
| Avior Wealth Management, LLC | 0.00% | New | 81 | $5K |
| Farther Finance Advisors, LLC | 0.00% | No change | 64 | $4K |
| Spire Wealth Management | 0.00% | New | 53 | $3K |
| Financial Management Professionals, Inc. | 0.00% | New | 50 | $3K |
| Capital Analysts, LLC | 0.00% | Reduce -80.5% | 52 | $3K |
| FMR LLC | 0.00% | No change | 43 | $3K |
| Sunbelt Securities, Inc. | 0.00% | No change | 41 | $2K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 38 | $2K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 33 | $2K |
| Nova Wealth Management, Inc. | 0.00% | — | 32 | $2K |
| Eastern Bank | 0.00% | No change | 27 | $2K |
| McIlrath & Eck, LLC | 0.00% | No change | 15 | $927 |
| NorthRock Partners, LLC | 0.00% | Reduce -52.9% | 8 | $488 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1 | $53 |
"% 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.