JPM Sma & Mid Cap En Eq Et-UJMEEETF
13F holders, Q2 2025 (June 30)144holders −5
16new positions
23sold out
2famous investors
$59.22avg. 13F price*
At the end of Q2 2025, 144 institutions reported holding JPM Sma & Mid Cap En Eq Et-U (JMEE) in their 13F filings, down 5 from Q1 2025. 16 opened new positions and 23 sold out. The largest holders were JPMorgan Chase & Co. ($622.5M), LPL Financial LLC ($117.0M) and Crestwood Advisors Group, LLC ($50.9M). 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 (Q2 2025)
- CUSIP
- 46641Q118
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $11.2M |
| Exits | 23 | $16.3M |
All 13F filers, Q1 2025 → Q2 2025: 1,479,770 shares bought and 878,010 shares sold, net +601,760 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 144 holders
| JPMorgan Chase & Co. | 0.04% | Add +0.1% | 10,512,654 | $622.5M |
| LPL Financial LLC | 0.04% | Add +13.0% | 1,976,433 | $117.0M |
| Crestwood Advisors Group, LLC | 0.91% | Reduce -24.3% | 859,938 | $50.9M |
| Great Valley Advisor Group, Inc. | 1.11% | Add +22.4% | 845,752 | $50.1M |
| Syntegra Private Wealth Group, LLC | 4.83% | Add +5.8% | 799,983 | $47.4M |
| Osaic Holdings, Inc. | 0.06% | Add +9.4% | 584,916 | $34.6M |
| Cetera Investment Advisers | 0.06% | Add +13.8% | 579,860 | $34.3M |
| Cwm, LLC | 0.10% | Add +4.7% | 463,991 | $27.5M |
| Total Wealth Planning, LLC | 3.31% | Add +11.5% | 442,415 | $26.2M |
| Raymond James Financial Inc. | 0.01% | Add +18.2% | 408,759 | $24.2M |
| Wagner Wealth Management, LLC | 5.23% | Add +6.0% | 387,521 | $22.9M |
| CGC Financial Services, LLC | 7.37% | Add +5.5% | 368,650 | $21.8M |
| Jones Financial Companies LLLP | 0.01% | Add +41.5% | 288,256 | $17.1M |
| Advisory Resource Group | 3.26% | Add +21.5% | 286,683 | $17.0M |
| Meridian Financial Partners LLC | 7.93% | Add +8.8% | 285,065 | $16.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +17.3% | 258,682 | $15.3M |
| Commonwealth Equity Services, LLC | 0.02% | Add +21.1% | 210,980 | $12.5M |
| B & T Capital Management DBA Alpha Capital Management | 2.01% | Reduce -3.4% | 197,209 | $11.7M |
| Choice Wealth Advisors LLC | 4.19% | Add +1.7% | 156,587 | $9.3M |
| Royal Bank of Canada | 0.00% | Add +4.0% | 155,929 | $9.2M |
| Bond & Devick Financial Network, Inc. | 3.04% | Add +6.3% | 154,248 | $9.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.8% | 140,176 | $8.3M |
| Verus Capital Partners, LLC | 0.70% | Reduce -6.8% | 132,146 | $7.8M |
| Schwallier Wealth Management LLC | 4.36% | Add +26.2% | 120,470 | $7.1M |
| Flynn Zito Capital Management, LLC | 2.70% | Add +2.4% | 108,351 | $6.4M |
| Tradition Wealth Management, LLC | 0.46% | Add +10.6% | 98,232 | $5.8M |
| Kestra Advisory Services, LLC | 0.03% | Add +19.9% | 96,831 | $5.7M |
| Freedom Financial Partners LLC | 2.33% | Add +4.3% | 93,241 | $5.5M |
| Legacy Private Trust Co. | 0.34% | Add +418.9% | 89,163 | $5.3M |
| Scarborough Advisors, LLC | 0.98% | Add +29.4% | 83,493 | $4.9M |
| Creative Financial Designs Inc. | 0.35% | Reduce -4.3% | 81,215 | $4.8M |
| Systelligence, LLC | 0.88% | Reduce -58.8% | 80,142 | $4.7M |
| Stifel Financial Corp. | 0.00% | Reduce -4.6% | 79,897 | $4.7M |
| Lakeridge Wealth Management LLC | 2.12% | Add +3.1% | 77,720 | $4.6M |
| American Trust | 0.42% | New | 75,645 | $4.5M |
| Stewardship Advisors, LLC | 1.11% | Add +0.9% | 74,076 | $4.4M |
| Citadel Advisors | 0.00% | Add +13.2% | 69,098 | $4.1M |
| West Michigan Advisors, LLC | 1.15% | Add +1.0% | 69,047 | $4.1M |
| Private Advisor Group, LLC | 0.02% | Add +221.1% | 68,860 | $4.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -5.4% | 61,922 | $3.8M |
| Destiny Wealth Partners, LLC | 0.51% | Add +2.4% | 63,706 | $3.8M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -33.6% | 56,849 | $3.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.1% | 56,348 | $3.3M |
| Equitable Holdings, Inc. | 0.03% | Add +17.1% | 52,710 | $3.1M |
| UBS Group AG | 0.00% | Reduce -18.1% | 50,255 | $3.0M |
| Avantax Advisory Services, Inc. | 0.02% | Add +46.5% | 49,854 | $3.0M |
| Baird Financial Group, Inc. | 0.00% | Reduce -4.1% | 46,424 | $2.7M |
| Atlas Legacy Advisors, LLC | 0.59% | Add +6.8% | 45,021 | $2.7M |
| Fifth Third Securities, Inc. | 0.18% | Add +17.1% | 41,172 | $2.4M |
| National Bank of Canada | 0.00% | Reduce -15.9% | 37,388 | $2.2M |
| Merit Financial Group, LLC | 0.02% | Reduce -7.2% | 34,273 | $2.0M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +59.3% | 32,626 | $1.9M |
| Jane Street Group, LLC | 0.00% | Reduce -48.0% | 30,691 | $1.8M |
| Ashton Thomas Securities, LLC | 0.41% | Reduce -18.2% | 28,823 | $1.7M |
| US Bancorp \de | 0.00% | Reduce -0.0% | 28,120 | $1.7M |
| Ruggaard & Associates LLC | 0.67% | Reduce -11.9% | 28,071 | $1.7M |
| Smith, Moore & Co. | 0.14% | Reduce -21.3% | 27,836 | $1.6M |
| Avestar Capital, LLC | 0.12% | Add +18.9% | 27,155 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -11.2% | 27,137 | $1.6M |
| Wells Trecaso Financial Group, LLC | 0.48% | Add +5.4% | 26,064 | $1.5M |
| Tower Research Capital LLC (TRC) | 0.04% | New | 25,725 | $1.5M |
| Asset Allocation Strategies LLC | 0.32% | Reduce -19.6% | 24,162 | $1.4M |
| Total Clarity Wealth Management, Inc. | 0.38% | Add +53.4% | 22,670 | $1.3M |
| Fermata Advisors, LLC | 0.34% | Reduce -16.9% | 21,297 | $1.3M |
| Siligmueller & Norvid Wealth Advisors LLC | 0.45% | Reduce -15.9% | 19,165 | $1.2M |
| WBH Advisory Inc. | 0.10% | New | 19,148 | $1.1M |
| Global Retirement Partners, LLC | 0.03% | — | 18,921 | $1.1M |
| Leo Wealth, LLC | 0.09% | New | 18,776 | $1.1M |
| Greenwood Capital Associates LLC | 0.14% | Add +20.4% | 18,489 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +15.8% | 18,097 | $1.1M |
| Rooted Wealth Advisors, Inc. | 0.36% | Add +8.7% | 16,940 | $1.0M |
| Cordgrass Capital Advisors, LLC | 0.28% | Add +16.2% | 17,227 | $1.0M |
| Daymark Wealth Partners, LLC | 0.03% | Add +1.9% | 14,711 | $871K |
| Benjamin Edwards Inc. | 0.01% | Add +0.8% | 13,699 | $811K |
| Barnes Pettey Financial Advisors, LLC | 0.51% | New | 12,811 | $759K |
| &partners | 0.01% | Add +7.0% | 12,182 | $731K |
| WealthPlan Investment Management, LLC | 0.05% | New | 11,876 | $703K |
| Summit Wealth Partners, LLC | 0.13% | Add +5.3% | 11,801 | $699K |
| IFG Advisory, LLC | 0.03% | Add +8.9% | 11,741 | $695K |
| Nwam LLC | 0.04% | Reduce -73.7% | 10,691 | $641K |
| Western Wealth Management, LLC | 0.04% | Add +8.4% | 10,524 | $623K |
| Rockland Trust Co. | 0.03% | Reduce -4.7% | 9,731 | $576K |
| Arete Wealth Advisors, LLC | 0.04% | Add +1.7% | 8,886 | $526K |
| Harbor Asset Planning, Inc. | 0.49% | — | 8,746 | $518K |
| PAX Financial Group, LLC | 0.10% | Reduce -0.0% | 8,735 | $517K |
| MML Investors Services, LLC | 0.00% | Add +13.1% | 8,463 | $501K |
| Cozad Asset Management Inc. | 0.04% | Reduce -28.8% | 8,228 | $487K |
| Mgo One Seven LLC | 0.02% | Add +1.7% | 8,083 | $479K |
| NewEdge Advisors, LLC | 0.00% | Reduce -21.2% | 7,844 | $464K |
| Elios Financial Group Inc. | 0.20% | Add +15.7% | 7,543 | $447K |
| Avaii Wealth Management, LLC | 0.19% | New | 7,283 | $431K |
| Creative Planning | 0.00% | Add +0.8% | 6,936 | $411K |
| Triad Wealth Partners, LLC | 0.08% | Reduce -35.5% | 6,289 | $372K |
| HighTower Advisors, LLC | 0.00% | Reduce -14.9% | 6,119 | $362K |
| Cornerstone Wealth Management, LLC | 0.02% | No change | 5,961 | $353K |
| Heritage Wealth Management, Inc. | 0.11% | Add +39.0% | 5,558 | $329K |
| Prosperity Wealth Management, Inc. | 0.12% | Reduce -5.3% | 5,544 | $328K |
| World Investment Advisors | 0.01% | Reduce -1.3% | 5,514 | $326K |
| Private Trust Co. NA | 0.03% | Reduce -4.5% | 5,268 | $312K |
| Capital Advisors Wealth Management, LLC | 0.05% | Add +16.7% | 5,133 | $304K |
| Advisory Services Network, LLC | 0.00% | Add +35.9% | 4,920 | $295K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -11.3% | 4,853 | $287K |
| Northwest Capital Management Inc | 0.15% | Add +23.0% | 4,826 | $286K |
| Sequent Planning LLC | 0.09% | Add +19.1% | 4,734 | $280K |
| Mascagni Wealth Management, Inc. | 0.22% | Reduce -9.7% | 4,390 | $260K |
| Brown Brothers Harriman & Co. | 0.00% | New | 4,140 | $245K |
| MAI Capital Management | 0.00% | Add +423.4% | 4,041 | $239K |
| Goldman Sachs Group Inc. | 0.00% | New | 3,989 | $236K |
| Nestegg Advisors, Inc. | 0.22% | No change | 3,870 | $229K |
| Morgan Stanley | 0.00% | Add +53.5% | 3,842 | $228K |
| Spinnaker Trust | 0.01% | New | 3,554 | $210K |
| D. E. Shaw & Co. | 0.00% | Reduce -61.7% | 3,489 | $207K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 3,406 | $202K |
| Stone House Investment Management, LLC | 0.04% | Add +369.8% | 3,246 | $192K |
| Glass Jacobson Investment Advisors llc | 0.05% | No change | 2,100 | $124K |
| Hazlett, Burt & Watson, Inc. | 0.05% | No change | 1,885 | $111K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,535 | $91K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +80.1% | 1,421 | $84K |
| Center for Financial Planning, Inc. | 0.01% | No change | 1,223 | $72K |
| Comerica Bank | 0.00% | Reduce -52.7% | 1,043 | $62K |
| Ameritas Advisory Services, LLC | 0.00% | New | 916 | $54K |
| IFP Advisors, Inc | 0.00% | Add +18.1% | 913 | $54K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -32.4% | 670 | $40K |
| Banco de Sabadell, S.A | 0.02% | New | 517 | $31K |
| Crewe Advisors LLC | 0.00% | No change | 515 | $30K |
| Arax Advisory Partners | 0.00% | Add +1334.5% | 416 | $25K |
| Farther Finance Advisors, LLC | 0.00% | New | 409 | $24K |
| Capital Analysts, LLC | 0.00% | No change | 402 | $24K |
| Qube Research & Technologies Ltd | 0.00% | New | 353 | $21K |
| Concord Wealth Partners | 0.00% | Add +2.7% | 341 | $20K |
| Principal Securities, Inc. | 0.00% | Reduce -50.1% | 324 | $19K |
| FMR LLC | 0.00% | Add +604.6% | 303 | $18K |
| AE Wealth Management LLC | 0.00% | Reduce -19.4% | 290 | $17K |
| Private Wealth Asset Management, LLC | 0.00% | New | 238 | $14K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 216 | $13K |
| Harbour Investments, Inc. | 0.00% | Add +10.2% | 195 | $12K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 135 | $8K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +60.6% | 53 | $3K |
| Financial Management Professionals, Inc. | 0.00% | No change | 50 | $3K |
| Sunbelt Securities, Inc. | 0.00% | No change | 41 | $2K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 38 | $2K |
| Nova Wealth Management, Inc. | 0.00% | Add +10.0% | 33 | $2K |
| McIlrath & Eck, LLC | 0.00% | No change | 15 | $908 |
| 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.