JPM Sma & Mid Cap En Eq Et-UJMEEETF
13F holders, Q1 2025 (March 31)149holders +2
22new positions
19sold out
2famous investors
$56.04avg. 13F price*
At the end of Q1 2025, 149 institutions reported holding JPM Sma & Mid Cap En Eq Et-U (JMEE) in their 13F filings, up 2 from Q4 2024. 22 opened new positions and 19 sold out. The largest holders were JPMorgan Chase & Co. ($587.9M), LPL Financial LLC ($97.9M) and Crestwood Advisors Group, LLC ($63.6M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 (Q1 2025)
- CUSIP
- 46641Q118
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $140.9M |
| Exits | 19 | $27.7M |
All 13F filers, Q4 2024 → Q1 2025: 3,927,342 shares bought and 931,339 shares sold, net +2,996,003 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 149 holders
| JPMorgan Chase & Co. | 0.04% | Reduce -1.1% | 10,502,045 | $587.9M |
| LPL Financial LLC | 0.04% | Add +14.5% | 1,749,301 | $97.9M |
| Crestwood Advisors Group, LLC | 1.21% | New | 1,136,446 | $63.6M |
| Syntegra Private Wealth Group, LLC | 4.95% | Reduce -7.8% | 755,850 | $42.3M |
| Great Valley Advisor Group, Inc. | 0.83% | New | 690,688 | $38.7M |
| Osaic Holdings, Inc. | 0.07% | Add +11.3% | 534,473 | $29.9M |
| Cetera Investment Advisers | 0.06% | Add +120.9% | 509,316 | $28.5M |
| Cwm, LLC | 0.10% | Add +6.0% | 443,375 | $24.8M |
| Total Wealth Planning, LLC | 3.40% | Add +18.3% | 396,884 | $22.2M |
| Wagner Wealth Management, LLC | 5.10% | Add +8.8% | 365,501 | $20.5M |
| CGC Financial Services, LLC | 7.73% | Add +2.3% | 349,276 | $19.6M |
| Raymond James Financial Inc. | 0.01% | Add +115.3% | 345,822 | $19.4M |
| Meridian Financial Partners LLC | 7.44% | New | 261,978 | $14.7M |
| Advisory Resource Group | 2.69% | Reduce -7.3% | 236,038 | $13.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +13.6% | 220,555 | $12.3M |
| B & T Capital Management DBA Alpha Capital Management | 2.17% | Add +10.0% | 204,176 | $11.4M |
| Jones Financial Companies LLLP | 0.01% | Add +77.5% | 203,711 | $11.4M |
| Systelligence, LLC | 2.61% | Add +2.5% | 194,384 | $10.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +25.7% | 174,259 | $9.8M |
| Choice Wealth Advisors LLC | 4.49% | Add +3.8% | 153,944 | $8.6M |
| Royal Bank of Canada | 0.00% | Add +16.7% | 149,866 | $8.4M |
| Bond & Devick Financial Network, Inc. | 2.95% | Add +130.7% | 145,081 | $8.1M |
| Verus Capital Partners, LLC | 0.79% | Add +74.1% | 141,706 | $7.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.6% | 124,297 | $7.0M |
| Flynn Zito Capital Management, LLC | 2.72% | Reduce -10.2% | 105,826 | $5.9M |
| Kestra Advisory Services, LLC | 0.03% | Add +26.8% | 80,724 | $5.8M |
| Schwallier Wealth Management LLC | 3.95% | New | 95,487 | $5.3M |
| Freedom Financial Partners LLC | 2.33% | Add +6.2% | 89,443 | $5.0M |
| Tradition Wealth Management, LLC | 0.44% | New | 88,812 | $5.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +15.8% | 85,597 | $4.8M |
| Creative Financial Designs Inc. | 0.38% | Add +7.9% | 84,912 | $4.8M |
| Stifel Financial Corp. | 0.01% | Add +6.9% | 83,777 | $4.7M |
| Lakeridge Wealth Management LLC | 2.11% | Add +5.1% | 75,382 | $4.2M |
| Stewardship Advisors, LLC | 1.11% | Add +3.3% | 73,380 | $4.1M |
| West Michigan Advisors, LLC | 1.27% | Add +4.9% | 68,346 | $3.8M |
| Fortitude Financial, LLC | 3.59% | Add +1.9% | 67,249 | $3.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +10.8% | 65,440 | $3.7M |
| Scarborough Advisors, LLC | 0.51% | Add +6.7% | 64,531 | $3.6M |
| Destiny Wealth Partners, LLC | 0.55% | Add +2.9% | 62,239 | $3.5M |
| UBS Group AG | 0.00% | Reduce -18.5% | 61,381 | $3.4M |
| Citadel Advisors | 0.00% | New | 61,021 | $3.4M |
| Ameriprise Financial Inc. | 0.00% | Add +1.9% | 60,024 | $3.4M |
| Jane Street Group, LLC | 0.01% | Reduce -4.1% | 58,969 | $3.3M |
| Baird Financial Group, Inc. | 0.01% | New | 48,398 | $2.7M |
| Equitable Holdings, Inc. | 0.02% | Add +10.8% | 45,013 | $2.5M |
| National Bank of Canada | 0.00% | Add +2.5% | 44,469 | $2.5M |
| Atlas Legacy Advisors, LLC | 0.62% | New | 42,159 | $2.4M |
| PCG Wealth Advisors, LLC | 0.82% | Reduce -8.7% | 42,163 | $2.4M |
| Nwam LLC | 0.20% | Add +3.7% | 40,711 | $2.3M |
| Merit Financial Group, LLC | 0.03% | Add +10.7% | 36,921 | $2.1M |
| Smith, Moore & Co. | 0.18% | Add +78.1% | 35,354 | $2.0M |
| Ashton Thomas Securities, LLC | 0.55% | Add +5.2% | 35,243 | $2.0M |
| Fifth Third Securities, Inc. | 0.17% | Add +55.0% | 35,154 | $2.0M |
| Avantax Advisory Services, Inc. | 0.01% | Add +45.5% | 34,026 | $1.9M |
| Ruggaard & Associates LLC | 0.78% | Add +7.8% | 31,848 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +5.9% | 30,553 | $1.7M |
| Asset Allocation Strategies LLC | 0.42% | Add +21.2% | 30,048 | $1.7M |
| US Bancorp \de | 0.00% | Add +2.0% | 28,122 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | New | 26,181 | $1.5M |
| Fermata Advisors, LLC | 0.26% | Add +4.8% | 25,639 | $1.4M |
| Wells Trecaso Financial Group, LLC | 0.46% | Add +30.0% | 24,723 | $1.4M |
| Visionary Wealth Advisors | 0.08% | Add +9.5% | 24,344 | $1.4M |
| Avestar Capital, LLC | 0.12% | Reduce -25.4% | 22,830 | $1.3M |
| Siligmueller & Norvid Wealth Advisors LLC | 0.54% | Reduce -27.8% | 22,800 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Add +20.7% | 21,446 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +53.4% | 20,482 | $1.1M |
| Redhawk Wealth Advisors, Inc. | 0.14% | Reduce -88.3% | 19,078 | $1.1M |
| Triumph Capital Management | 0.35% | Add +5.4% | 18,862 | $1.1M |
| Kendall Capital Management | 0.29% | New | 17,535 | $982K |
| Legacy Private Trust Co. | 0.07% | Add +66.0% | 17,184 | $962K |
| Total Clarity Wealth Management, Inc. | 0.29% | Reduce -0.9% | 14,782 | $894K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +108.3% | 15,626 | $875K |
| Greenwood Capital Associates LLC | 0.12% | Add +184.2% | 15,350 | $859K |
| Cordgrass Capital Advisors, LLC | 0.24% | No change | 14,822 | $830K |
| Daymark Wealth Partners, LLC | 0.03% | New | 14,439 | $808K |
| Rooted Wealth Advisors, Inc. | 0.34% | Add +10.5% | 15,591 | $793K |
| Benjamin Edwards Inc. | 0.01% | Reduce -32.5% | 13,596 | $761K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +11.5% | 13,090 | $733K |
| Cozad Asset Management Inc. | 0.06% | Reduce -9.8% | 11,558 | $647K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -26.9% | 11,491 | $643K |
| &partners | 0.01% | New | 11,389 | $635K |
| Summit Wealth Partners, LLC | 0.13% | Reduce -4.1% | 11,210 | $628K |
| IFG Advisory, LLC | 0.03% | Add +5.2% | 10,778 | $603K |
| Rockland Trust Co. | 0.03% | Reduce -10.8% | 10,212 | $572K |
| NewEdge Advisors, LLC | 0.00% | Reduce -10.3% | 9,959 | $558K |
| Triad Wealth Partners, LLC | 0.17% | Reduce -56.1% | 9,747 | $546K |
| Western Wealth Management, LLC | 0.04% | Add +12.2% | 9,704 | $543K |
| Modus Advisors, LLC | 0.17% | Add +6.5% | 9,349 | $523K |
| D. E. Shaw & Co. | 0.00% | No change | 9,104 | $510K |
| PAX Financial Group, LLC | 0.09% | Add +22.4% | 8,736 | $489K |
| Arete Wealth Advisors, LLC | 0.04% | Reduce -6.3% | 8,735 | $489K |
| Balance Wealth Partners LLC | 0.31% | — | 8,425 | $472K |
| Mgo One Seven LLC | 0.02% | Reduce -50.0% | 7,950 | $445K |
| MML Investors Services, LLC | 0.00% | Add +7.7% | 7,486 | $419K |
| HighTower Advisors, LLC | 0.00% | Reduce -2.7% | 7,194 | $403K |
| Thoroughbred Financial Services, LLC | 0.02% | New | 7,112 | $398K |
| Creative Planning | 0.00% | Reduce -26.6% | 6,882 | $385K |
| Elios Financial Group Inc. | 0.18% | Reduce -4.1% | 6,517 | $365K |
| Strategic Financial Concepts, LLC | 0.07% | Add +15.6% | 6,421 | $359K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -13.0% | 5,961 | $334K |
| Prosperity Wealth Management, Inc. | 0.15% | Add +45.8% | 5,854 | $328K |
| World Investment Advisors | 0.01% | Add +2.8% | 5,585 | $313K |
| Private Trust Co. NA | 0.03% | Reduce -1.2% | 5,515 | $309K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +2.8% | 5,473 | $306K |
| Mascagni Wealth Management, Inc. | 0.27% | No change | 4,861 | $272K |
| Awm Capital, LLC | 0.03% | New | 4,484 | $251K |
| Capital Advisors Wealth Management, LLC | 0.04% | New | 4,400 | $246K |
| Breakwater Capital Group | 0.04% | Add +9.7% | 4,391 | $246K |
| Vienna Asset Management LLC | 0.19% | Reduce -89.2% | 4,235 | $237K |
| Adamsbrown Wealth Consultants LLC | 0.07% | Add +6.5% | 4,106 | $230K |
| Heritage Wealth Management, Inc. | 0.08% | New | 3,997 | $224K |
| Sequent Planning LLC | 0.08% | Add +0.1% | 3,974 | $222K |
| Northwest Capital Management Inc | 0.09% | No change | 3,925 | $220K |
| Nestegg Advisors, Inc. | 0.23% | No change | 3,870 | $217K |
| Advisory Services Network, LLC | 0.00% | Reduce -35.1% | 3,620 | $203K |
| Morgan Stanley | 0.00% | No change | 2,503 | $140K |
| Glass Jacobson Investment Advisors llc | 0.04% | No change | 2,100 | $127K |
| Comerica Bank | 0.00% | Add +33.7% | 2,203 | $123K |
| Ameriflex Group, Inc. | 0.05% | Add +91.5% | 2,109 | $118K |
| Hazlett, Burt & Watson, Inc. | 0.05% | Add +4.1% | 1,885 | $105K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,535 | $75K |
| Center for Financial Planning, Inc. | 0.01% | No change | 1,223 | $68K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -18.7% | 991 | $55K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.3% | 789 | $44K |
| IFP Advisors, Inc | 0.00% | Reduce -18.9% | 773 | $43K |
| MAI Capital Management | 0.00% | No change | 772 | $43K |
| Principal Securities, Inc. | 0.00% | No change | 649 | $39K |
| Stone House Investment Management, LLC | 0.01% | New | 691 | $39K |
| Crewe Advisors LLC | 0.00% | New | 515 | $29K |
| Capital Analysts, LLC | 0.00% | Add +673.1% | 402 | $23K |
| Global Wealth Strategies & Associates | 0.01% | New | 400 | $22K |
| AE Wealth Management LLC | 0.00% | New | 360 | $20K |
| Concord Wealth Partners | 0.00% | Reduce -9.5% | 332 | $19K |
| PNC Financial Services Group, Inc. | 0.00% | New | 220 | $12K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 216 | $12K |
| Harbour Investments, Inc. | 0.00% | Add +77.0% | 177 | $10K |
| MeadowBrook Investment Advisors LLC | 0.01% | No change | 141 | $8K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -29.3% | 135 | $8K |
| Financial Management Professionals, Inc. | 0.00% | No change | 50 | $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% | No change | 38 | $2K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 33 | $2K |
| Nova Wealth Management, Inc. | 0.00% | Reduce -6.3% | 30 | $2K |
| Arax Advisory Partners | 0.00% | New | 29 | $2K |
| Eastern Bank | 0.00% | No change | 27 | $2K |
| McIlrath & Eck, LLC | 0.00% | No change | 15 | $858 |
| NorthRock Partners, LLC | 0.00% | No change | 8 | $452 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1 | $49 |
"% 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.