JPM Sma & Mid Cap En Eq Et-UJMEEETF
13F holders, Q4 2025 (December 31)176holders +26
26new positions
13sold out
$64.47avg. 13F price*
At the end of Q4 2025, 176 institutions reported holding JPM Sma & Mid Cap En Eq Et-U (JMEE) in their 13F filings, up 26 from Q3 2025. 26 opened new positions and 13 sold out. The largest holders were JPMorgan Chase & Co. ($677.0M), LPL Financial LLC ($125.6M) and Crestwood Advisors Group, LLC ($64.0M).
- Company
- JPM Sma & Mid Cap En Eq Et-U
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q4 2025)
- CUSIP
- 46641Q118
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $17.1M |
| Exits | 13 | $3.3M |
All 13F filers, Q3 2025 → Q4 2025: 1,599,900 shares bought and 1,386,486 shares sold, net +213,414 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 176 holders
| JPMorgan Chase & Co. | 0.05% | Reduce -0.2% | 10,515,410 | $677.0M |
| LPL Financial LLC | 0.03% | Add +7.3% | 1,950,272 | $125.6M |
| Crestwood Advisors Group, LLC | 1.07% | Add +6.3% | 994,466 | $64.0M |
| Cwm, LLC | 0.17% | Add +121.6% | 958,735 | $61.7M |
| Cetera Investment Advisers | 0.05% | Add +19.9% | 660,274 | $42.5M |
| Syntegra Private Wealth Group, LLC | 3.66% | Reduce -24.5% | 618,971 | $39.8M |
| Great Valley Advisor Group, Inc. | 0.67% | Reduce -37.0% | 538,219 | $34.7M |
| Osaic Holdings, Inc. | 0.04% | Reduce -11.3% | 426,672 | $27.5M |
| Wagner Wealth Management, LLC | 5.65% | Add +5.2% | 412,867 | $26.6M |
| Jones Financial Companies LLLP | 0.02% | Add +24.4% | 406,149 | $26.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -14.3% | 385,040 | $24.8M |
| Bank of New York Mellon Corp | 0.00% | Add +2.0% | 367,095 | $23.6M |
| Meridian Financial Partners LLC | 8.91% | Add +7.2% | 326,779 | $22.5M |
| CGC Financial Services, LLC | 5.90% | Add +1.9% | 342,326 | $22.0M |
| SHP Wealth Management | 1.60% | — | 318,729 | $20.5M |
| Verus Capital Partners, LLC | 1.11% | Add +11.6% | 257,739 | $16.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +2.3% | 257,389 | $16.6M |
| Advisory Resource Group | 2.77% | Add +0.6% | 244,813 | $15.8M |
| Capital Advisors Wealth Management, LLC | 1.88% | Add +5.7% | 213,965 | $13.8M |
| B & T Capital Management DBA Alpha Capital Management | 1.88% | Add +2.8% | 207,629 | $13.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +3.0% | 204,913 | $13.2M |
| Bond & Devick Financial Network, Inc. | 3.23% | Add +6.7% | 178,387 | $11.5M |
| Choice Wealth Advisors LLC | 4.01% | Add +0.1% | 157,589 | $10.1M |
| Royal Bank of Canada | 0.00% | Reduce -4.9% | 153,321 | $9.9M |
| Retirement Management Systems Inc. | 2.41% | — | 146,208 | $9.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.0% | 137,350 | $8.8M |
| Flynn Zito Capital Management, LLC | 3.01% | Add +3.4% | 130,990 | $8.4M |
| Macco Financial Group, Inc. | 7.21% | — | 130,271 | $8.4M |
| Tradition Wealth Management, LLC | 0.55% | Add +4.0% | 118,511 | $7.6M |
| Capital Developers, LLC | 6.43% | — | 111,485 | $7.2M |
| Stewardship Advisors, LLC | 1.58% | Add +42.3% | 106,104 | $6.8M |
| Private Advisor Group, LLC | 0.03% | Add +53.2% | 104,876 | $6.8M |
| WealthPlan Investment Management, LLC | 0.43% | Add +58.8% | 104,671 | $6.7M |
| Scarborough Advisors, LLC | 1.08% | Add +2.1% | 99,565 | $6.4M |
| Kestra Advisory Services, LLC | 0.03% | Add +6.8% | 99,146 | $6.4M |
| Creative Financial Designs Inc. | 0.40% | Add +9.6% | 98,264 | $6.3M |
| Stifel Financial Corp. | 0.01% | Add +13.8% | 97,103 | $6.3M |
| Legacy Private Trust Co. | 0.35% | Add +2.8% | 91,585 | $5.9M |
| Lakeridge Wealth Management LLC | 2.37% | Add +4.2% | 81,121 | $5.2M |
| Destiny Wealth Partners, LLC | 0.53% | Add +3.3% | 67,907 | $4.6M |
| MML Investors Services, LLC | 0.01% | Add +209.9% | 65,760 | $4.2M |
| Schwallier Wealth Management LLC | 2.55% | Reduce -49.4% | 59,179 | $4.0M |
| American Trust | 0.33% | Reduce -16.3% | 60,271 | $3.9M |
| Equitable Holdings, Inc. | 0.02% | Add +1.8% | 55,341 | $3.6M |
| Ashton Thomas Securities, LLC | 0.64% | Add +0.4% | 51,976 | $3.3M |
| Atlas Legacy Advisors, LLC | 0.58% | Add +8.9% | 51,619 | $3.3M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.40% | — | 51,568 | $3.3M |
| Baird Financial Group, Inc. | 0.01% | Add +4.7% | 49,647 | $3.2M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +29.7% | 47,448 | $3.1M |
| UBS Group AG | 0.00% | Reduce -2.0% | 47,125 | $3.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.8% | 43,436 | $3.0M |
| National Bank of Canada | 0.00% | Add +15.6% | 45,153 | $2.9M |
| Axxcess Wealth Management, LLC | 0.05% | New | 45,017 | $2.9M |
| Pinnacle Financial Partners, Inc. | 0.02% | — | 43,902 | $2.8M |
| Fifth Third Securities, Inc. | 0.17% | Reduce -5.9% | 41,364 | $2.7M |
| Fortitude Financial, LLC | 2.23% | New | 40,736 | $2.6M |
| Curry Webb Wealth Management LLC | 1.22% | — | 38,317 | $2.5M |
| West Michigan Advisors, LLC | 0.54% | Add +0.3% | 36,747 | $2.4M |
| Total Clarity Wealth Management, Inc. | 0.57% | Add +49.2% | 36,398 | $2.3M |
| Greenwood Capital Associates LLC | 0.23% | Add +46.8% | 32,685 | $2.1M |
| Plan Group Financial, LLC | 0.52% | Add +49.3% | 31,240 | $2.0M |
| Ruggaard & Associates LLC | 0.72% | Add +1.1% | 28,591 | $1.8M |
| US Bancorp \de | 0.00% | Add +1.6% | 28,568 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.9% | 28,424 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +9.9% | 25,957 | $1.7M |
| Daymark Wealth Partners, LLC | 0.05% | Add +36.7% | 26,617 | $1.7M |
| Avestar Capital, LLC | 0.12% | Add +1.0% | 26,578 | $1.7M |
| Modern Wealth Management, LLC | 0.03% | New | 26,171 | $1.7M |
| McLaughlin Asset Management, Inc. | 1.50% | — | 26,065 | $1.7M |
| Merit Financial Group, LLC | 0.01% | Reduce -19.2% | 25,418 | $1.6M |
| WBH Advisory Inc. | 0.12% | Add +17.4% | 25,319 | $1.6M |
| Total Wealth Planning, LLC | 3.48% | Reduce -94.7% | 25,295 | $1.6M |
| Integrity Wealth Advisors, Inc. | 1.10% | New | 24,423 | $1.6M |
| Fermata Advisors, LLC | 0.36% | Add +5.5% | 23,063 | $1.5M |
| Freedom Financial Partners LLC | 0.52% | Reduce -41.3% | 22,263 | $1.4M |
| Asset Allocation Strategies LLC | 0.25% | Add +8.5% | 20,955 | $1.3M |
| Rothschild Wealth LLC | 0.13% | New | 20,726 | $1.3M |
| Rooted Wealth Advisors, Inc. | 0.37% | Add +8.8% | 19,152 | $1.3M |
| SilverOak Wealth Management LLC | 0.20% | New | 19,930 | $1.3M |
| Barnes Pettey Financial Advisors, LLC | 0.60% | Add +36.6% | 19,006 | $1.2M |
| Cordgrass Capital Advisors, LLC | 0.29% | Add +7.1% | 18,887 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -43.0% | 17,731 | $1.1M |
| &partners | 0.01% | Reduce -4.0% | 17,412 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | Reduce -6.0% | 16,942 | $1.1M |
| Global Retirement Partners, LLC | 0.02% | Reduce -4.1% | 16,748 | $1.1M |
| Jane Street Group, LLC | 0.00% | New | 16,450 | $1.1M |
| Natixis Advisors, LLC | 0.00% | New | 13,957 | $899K |
| IFG Advisory, LLC | 0.04% | Add +8.6% | 13,906 | $895K |
| Allegheny Financial Group | 0.13% | New | 13,895 | $895K |
| United Advisor Group, LLC | 0.11% | Add +160.2% | 13,416 | $864K |
| PCG Wealth Advisors, LLC | 0.23% | Reduce -68.2% | 12,791 | $823K |
| Summit Wealth Partners, LLC | 0.14% | Reduce -3.4% | 11,585 | $746K |
| Western Wealth Management, LLC | 0.03% | Add +4.5% | 11,167 | $719K |
| Everest Financial Group LLC | 0.16% | — | 11,087 | $714K |
| Mgo One Seven LLC | 0.01% | Add +22.7% | 9,805 | $631K |
| Vise Technologies, Inc. | 0.01% | New | 9,703 | $625K |
| Harbor Asset Planning, Inc. | 0.52% | Add +8.2% | 9,459 | $609K |
| PAX Financial Group, LLC | 0.10% | Add +5.3% | 9,438 | $608K |
| Heritage Wealth Management, Inc. | 0.16% | Add +26.9% | 8,803 | $567K |
| Rockland Trust Co. | 0.02% | Reduce -7.7% | 8,546 | $550K |
"% 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.