JPM Sma & Mid Cap En Eq Et-UJMEEETF
13F holders, Q3 2025 (September 30)150holders +6
18new positions
11sold out
1famous investor
$63.42avg. 13F price*
At the end of Q3 2025, 150 institutions reported holding JPM Sma & Mid Cap En Eq Et-U (JMEE) in their 13F filings, up 6 from Q2 2025. 18 opened new positions and 11 sold out. The largest holders were JPMorgan Chase & Co. ($668.3M), LPL Financial LLC ($115.3M) and Crestwood Advisors Group, LLC ($59.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPM Sma & Mid Cap En Eq Et-U
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q3 2025)
- CUSIP
- 46641Q118
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $31.9M |
| Exits | 11 | $9.9M |
All 13F filers, Q2 2025 → Q3 2025: 1,305,647 shares bought and 877,146 shares sold, net +428,501 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 150 holders
| JPMorgan Chase & Co. | 0.04% | Add +0.2% | 10,536,082 | $668.3M |
| LPL Financial LLC | 0.03% | Reduce -8.1% | 1,817,047 | $115.3M |
| Crestwood Advisors Group, LLC | 1.01% | Add +8.8% | 935,867 | $59.4M |
| Great Valley Advisor Group, Inc. | 1.09% | Add +1.1% | 854,787 | $54.2M |
| Syntegra Private Wealth Group, LLC | 4.90% | Add +2.4% | 819,349 | $52.0M |
| Cetera Investment Advisers | 0.04% | Reduce -5.0% | 550,870 | $34.9M |
| Osaic Holdings, Inc. | 0.04% | Reduce -17.8% | 481,078 | $30.2M |
| Total Wealth Planning, LLC | 3.49% | Add +7.4% | 475,078 | $30.1M |
| Raymond James Financial Inc. | 0.01% | Add +9.9% | 449,211 | $28.5M |
| Cwm, LLC | 0.08% | Reduce -6.7% | 432,695 | $27.4M |
| Wagner Wealth Management, LLC | 5.78% | Add +1.3% | 392,621 | $24.9M |
| Bank of New York Mellon Corp | 0.00% | New | 359,712 | $22.8M |
| CGC Financial Services, LLC | 5.87% | Reduce -8.9% | 335,783 | $21.3M |
| Jones Financial Companies LLLP | 0.01% | Add +13.2% | 326,344 | $20.7M |
| Meridian Financial Partners LLC | 8.08% | Add +7.0% | 304,985 | $19.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -2.7% | 251,604 | $16.0M |
| Advisory Resource Group | 2.77% | Reduce -15.1% | 243,414 | $15.4M |
| Verus Capital Partners, LLC | 1.14% | Add +74.7% | 230,866 | $14.6M |
| Capital Advisors Wealth Management, LLC | 1.83% | Add +3842.8% | 202,383 | $12.8M |
| B & T Capital Management DBA Alpha Capital Management | 2.03% | Add +2.5% | 202,076 | $12.8M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -5.7% | 198,960 | $12.6M |
| Bond & Devick Financial Network, Inc. | 3.19% | Add +8.3% | 167,126 | $10.6M |
| Royal Bank of Canada | 0.00% | Add +3.4% | 161,159 | $10.2M |
| Choice Wealth Advisors LLC | 4.28% | Add +0.5% | 157,394 | $10.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.7% | 150,987 | $9.6M |
| Flynn Zito Capital Management, LLC | 2.97% | Add +16.9% | 126,657 | $8.0M |
| Schwallier Wealth Management LLC | 4.63% | Reduce -3.0% | 116,895 | $7.4M |
| Tradition Wealth Management, LLC | 0.53% | Add +16.0% | 113,990 | $7.2M |
| Scarborough Advisors, LLC | 1.09% | Add +16.8% | 97,553 | $6.2M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -4.1% | 92,856 | $5.9M |
| Creative Financial Designs Inc. | 0.38% | Add +10.4% | 89,633 | $5.7M |
| Legacy Private Trust Co. | 0.34% | Reduce -0.1% | 89,104 | $5.7M |
| Stifel Financial Corp. | 0.00% | Add +6.8% | 85,296 | $5.4M |
| Lakeridge Wealth Management LLC | 2.20% | Add +0.2% | 77,886 | $4.9M |
| Stewardship Advisors, LLC | 1.12% | Add +0.7% | 74,559 | $4.7M |
| American Trust | 0.39% | Reduce -4.8% | 72,035 | $4.6M |
| Private Advisor Group, LLC | 0.02% | Reduce -0.6% | 68,442 | $4.3M |
| WealthPlan Investment Management, LLC | 0.28% | Add +455.1% | 65,926 | $4.2M |
| Destiny Wealth Partners, LLC | 0.51% | Add +3.2% | 65,772 | $4.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.4% | 56,630 | $3.6M |
| Equitable Holdings, Inc. | 0.03% | Add +3.1% | 54,340 | $3.4M |
| Ashton Thomas Securities, LLC | 0.46% | Add +79.6% | 51,758 | $3.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -11.6% | 49,819 | $3.2M |
| UBS Group AG | 0.00% | Reduce -4.3% | 48,078 | $3.0M |
| Baird Financial Group, Inc. | 0.00% | Add +2.1% | 47,419 | $3.0M |
| Atlas Legacy Advisors, LLC | 0.58% | Add +5.3% | 47,408 | $3.0M |
| Fifth Third Securities, Inc. | 0.19% | Add +6.8% | 43,970 | $2.8M |
| PCG Wealth Advisors, LLC | 0.74% | New | 40,155 | $2.5M |
| National Bank of Canada | 0.00% | Add +4.5% | 39,076 | $2.5M |
| Freedom Financial Partners LLC | 0.92% | Reduce -59.3% | 37,917 | $2.4M |
| West Michigan Advisors, LLC | 0.56% | Reduce -46.9% | 36,653 | $2.3M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +12.1% | 36,586 | $2.3M |
| Merit Financial Group, LLC | 0.02% | Reduce -8.3% | 31,444 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | New | 31,115 | $2.0M |
| Ruggaard & Associates LLC | 0.67% | Add +0.8% | 28,281 | $1.8M |
| US Bancorp \de | 0.00% | No change | 28,120 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.8% | 27,889 | $1.8M |
| Avestar Capital, LLC | 0.12% | Reduce -3.1% | 26,305 | $1.7M |
| Total Clarity Wealth Management, Inc. | 0.41% | Add +7.6% | 24,396 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -61.9% | 23,611 | $1.5M |
| Greenwood Capital Associates LLC | 0.16% | Add +20.4% | 22,259 | $1.4M |
| Fermata Advisors, LLC | 0.35% | Add +2.6% | 21,851 | $1.4M |
| WBH Advisory Inc. | 0.10% | Add +12.6% | 21,560 | $1.4M |
| MML Investors Services, LLC | 0.00% | Add +150.7% | 21,218 | $1.3M |
| Plan Group Financial, LLC | 0.36% | New | 20,922 | $1.3M |
| Daymark Wealth Partners, LLC | 0.04% | Add +32.4% | 19,474 | $1.2M |
| Asset Allocation Strategies LLC | 0.24% | Reduce -20.1% | 19,314 | $1.2M |
| &partners | 0.01% | Add +48.9% | 18,143 | $1.2M |
| Benjamin Edwards Inc. | 0.01% | Add +31.6% | 18,031 | $1.1M |
| Rooted Wealth Advisors, Inc. | 0.34% | Add +3.9% | 17,599 | $1.1M |
| Cordgrass Capital Advisors, LLC | 0.28% | Add +2.3% | 17,628 | $1.1M |
| Global Retirement Partners, LLC | 0.02% | Reduce -7.7% | 17,467 | $1.1M |
| Nwam LLC | 0.05% | Add +44.5% | 15,448 | $983K |
| Barnes Pettey Financial Advisors, LLC | 0.48% | Add +8.6% | 13,912 | $882K |
| IFG Advisory, LLC | 0.04% | Add +9.1% | 12,806 | $812K |
| Summit Wealth Partners, LLC | 0.14% | Add +1.6% | 11,990 | $761K |
| Wells Trecaso Financial Group, LLC | 0.34% | Reduce -56.7% | 11,278 | $715K |
| Western Wealth Management, LLC | 0.04% | Add +1.5% | 10,682 | $678K |
| Rockland Trust Co. | 0.02% | Reduce -4.9% | 9,256 | $587K |
| HRT Financial LP | 0.00% | New | 9,249 | $586K |
| PAX Financial Group, LLC | 0.10% | Add +2.6% | 8,966 | $569K |
| Arete Wealth Advisors, LLC | 0.04% | Reduce -0.1% | 8,882 | $563K |
| Harbor Asset Planning, Inc. | 0.50% | No change | 8,746 | $555K |
| NewEdge Advisors, LLC | 0.00% | Add +7.5% | 8,436 | $535K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -68.6% | 8,070 | $512K |
| Citadel Advisors | 0.00% | Reduce -88.3% | 8,051 | $511K |
| Mgo One Seven LLC | 0.01% | Reduce -1.1% | 7,993 | $507K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -58.8% | 7,454 | $473K |
| Triad Wealth Partners, LLC | 0.06% | Add +17.4% | 7,384 | $468K |
| Heritage Wealth Management, Inc. | 0.13% | Add +24.8% | 6,935 | $440K |
| Avaii Wealth Management, LLC | 0.17% | Reduce -6.0% | 6,850 | $434K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +14.0% | 6,796 | $431K |
| Krilogy Financial LLC | 0.02% | New | 6,424 | $407K |
| Cozad Asset Management Inc. | 0.03% | Reduce -24.1% | 6,244 | $396K |
| HighTower Advisors, LLC | 0.00% | Add +0.8% | 6,165 | $391K |
| World Investment Advisors | 0.01% | Add +1.3% | 5,584 | $354K |
| Advisory Services Network, LLC | 0.01% | Add +12.0% | 5,509 | $349K |
| Prosperity Wealth Management, Inc. | 0.12% | Reduce -0.8% | 5,502 | $349K |
| United Advisor Group, LLC | 0.04% | New | 5,157 | $327K |
| Creative Planning | 0.00% | Reduce -25.8% | 5,144 | $326K |
"% 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.