JPM Sma & Mid Cap En Eq Et-UJMEEETF
13F holders, Q1 2026 (March 31)178holders +2
16new positions
10sold out
$66.13avg. 13F price*
At the end of Q1 2026, 178 institutions reported holding JPM Sma & Mid Cap En Eq Et-U (JMEE) in their 13F filings, up 2 from Q4 2025. 16 opened new positions and 10 sold out. The largest holders were JPMorgan Chase & Co. ($684.1M), FMR LLC ($160.6M) and LPL Financial LLC ($142.4M).
- Company
- JPM Sma & Mid Cap En Eq Et-U
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q1 2026)
- CUSIP
- 46641Q118
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $57.1M |
| Exits | 10 | $8.4M |
All 13F filers, Q4 2025 → Q1 2026: 4,487,161 shares bought and 682,403 shares sold, net +3,804,758 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 178 holders
| JPMorgan Chase & Co. | 0.05% | Add +0.0% | 10,519,966 | $684.1M |
| FMR LLC | 0.01% | Add +313133.6% | 2,405,634 | $160.6M |
| LPL Financial LLC | 0.04% | Add +9.3% | 2,132,205 | $142.4M |
| Cwm, LLC | 0.18% | Add +9.9% | 1,053,780 | $70.4M |
| Crestwood Advisors Group, LLC | 1.13% | Add +0.9% | 1,003,350 | $67.0M |
| Cetera Investment Advisers | 0.05% | Add +3.1% | 680,755 | $45.5M |
| Syntegra Private Wealth Group, LLC | 3.91% | Reduce -0.3% | 617,077 | $41.2M |
| Bank of New York Mellon Corp | 0.01% | Add +53.3% | 562,789 | $37.6M |
| Great Valley Advisor Group, Inc. | 0.67% | Add +3.1% | 555,081 | $37.1M |
| Jones Financial Companies LLLP | 0.01% | Add +13.1% | 459,413 | $30.1M |
| Wagner Wealth Management, LLC | 5.82% | Add +4.5% | 431,428 | $28.8M |
| Osaic Holdings, Inc. | 0.04% | Reduce -2.5% | 416,078 | $27.8M |
| Arkadios Wealth Advisors | 0.45% | New | 407,600 | $27.2M |
| Raymond James Financial Inc. | 0.01% | Add +3.8% | 399,611 | $26.7M |
| Meridian Financial Partners LLC | 8.72% | Add +3.4% | 337,943 | $22.9M |
| CGC Financial Services, LLC | 6.55% | Reduce -0.8% | 339,541 | $22.7M |
| SHP Wealth Management | 1.62% | Add +1.1% | 322,252 | $21.5M |
| Independent Advisor Alliance | 0.20% | New | 283,108 | $18.9M |
| Verus Capital Partners, LLC | 1.25% | Add +5.8% | 272,585 | $18.2M |
| Advisory Resource Group | 2.97% | Add +5.5% | 258,399 | $17.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +0.1% | 257,582 | $17.2M |
| Retirement Management Systems Inc. | 3.46% | Add +47.2% | 215,235 | $14.4M |
| B & T Capital Management DBA Alpha Capital Management | 2.03% | Add +1.0% | 209,699 | $14.0M |
| WealthPlan Investment Management, LLC | 0.73% | Add +88.3% | 197,056 | $13.2M |
| Royal Bank of Canada | 0.00% | Add +20.2% | 184,225 | $12.3M |
| Bond & Devick Financial Network, Inc. | 3.27% | Reduce -1.7% | 175,432 | $11.7M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -14.6% | 174,978 | $11.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.6% | 139,486 | $9.3M |
| Tradition Wealth Management, LLC | 0.61% | Add +8.0% | 127,984 | $8.5M |
| Capital Developers, LLC | 6.72% | Add +0.3% | 111,827 | $7.5M |
| Private Advisor Group, LLC | 0.03% | Add +2.5% | 107,480 | $7.2M |
| Macco Financial Group, Inc. | 5.40% | Reduce -18.0% | 106,864 | $7.1M |
| Stifel Financial Corp. | 0.01% | Add +8.9% | 105,757 | $7.1M |
| Kestra Advisory Services, LLC | 0.03% | Add +2.5% | 101,580 | $6.8M |
| Scarborough Advisors, LLC | 0.73% | Add +0.5% | 100,019 | $6.7M |
| Creative Financial Designs Inc. | 0.40% | Add +0.5% | 98,791 | $6.6M |
| Legacy Private Trust Co. | 0.39% | Add +1.9% | 93,277 | $6.2M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +96.0% | 92,998 | $6.2M |
| MML Investors Services, LLC | 0.02% | Add +39.4% | 91,655 | $6.1M |
| Stewardship Advisors, LLC | 1.37% | Reduce -15.8% | 89,363 | $6.0M |
| Flynn Zito Capital Management, LLC | 1.84% | Reduce -34.2% | 86,249 | $5.8M |
| Lakeridge Wealth Management LLC | 2.35% | Add +0.7% | 81,690 | $5.5M |
| Destiny Wealth Partners, LLC | 0.48% | Reduce -2.7% | 66,088 | $4.4M |
| Plan Group Financial, LLC | 0.95% | Add +94.7% | 60,830 | $4.1M |
| Modern Wealth Management, LLC | 0.07% | Add +122.5% | 58,236 | $3.9M |
| American Trust | 0.34% | Reduce -4.4% | 57,600 | $3.8M |
| Barnes Pettey Financial Advisors, LLC | 1.65% | Add +198.7% | 56,765 | $3.8M |
| Schwallier Wealth Management LLC | 2.73% | Reduce -5.3% | 56,020 | $3.7M |
| Platform Technology Partners | 0.70% | New | 54,707 | $3.7M |
| Ashton Thomas Securities, LLC | 0.45% | Add +3.7% | 53,881 | $3.6M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.42% | Add +3.9% | 53,580 | $3.6M |
| Atlas Legacy Advisors, LLC | 0.65% | Add +2.5% | 52,887 | $3.5M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.5% | 49,410 | $3.3M |
| UBS Group AG | 0.00% | Add +4.2% | 49,119 | $3.3M |
| Allegheny Financial Group | 0.43% | Add +240.8% | 47,348 | $3.2M |
| Kingsview Wealth Management, LLC | 0.04% | New | 47,187 | $3.2M |
| Pinnacle Financial Partners, Inc. | 0.02% | Add +2.7% | 45,079 | $3.0M |
| Total Clarity Wealth Management, Inc. | 0.70% | Add +22.6% | 44,604 | $3.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.7% | 40,980 | $2.7M |
| Fifth Third Securities, Inc. | 0.18% | Reduce -1.5% | 40,755 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +39.2% | 39,571 | $2.6M |
| National Bank of Canada | 0.00% | Reduce -12.6% | 39,487 | $2.6M |
| Greenwood Capital Associates LLC | 0.27% | Add +11.7% | 36,520 | $2.4M |
| Curry Webb Wealth Management LLC | 1.14% | Reduce -5.4% | 36,234 | $2.4M |
| Choice Wealth Advisors LLC | 0.95% | Reduce -77.0% | 36,183 | $2.4M |
| Jane Street Group, LLC | 0.00% | Add +101.1% | 33,077 | $2.2M |
| SilverOak Wealth Management LLC | 0.32% | Add +51.8% | 30,260 | $2.0M |
| Integrity Wealth Advisors, Inc. | 1.20% | Add +22.1% | 29,822 | $2.0M |
| Fermata Advisors, LLC | 0.44% | Add +26.1% | 29,090 | $1.9M |
| US Bancorp \de | 0.00% | Add +0.3% | 28,655 | $1.9M |
| Asset Allocation Strategies LLC | 0.33% | Add +34.0% | 28,071 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.2% | 27,573 | $1.9M |
| Daymark Wealth Partners, LLC | 0.06% | Add +3.5% | 27,562 | $1.8M |
| Avestar Capital, LLC | 0.13% | Add +3.1% | 27,390 | $1.8M |
| Ruggaard & Associates LLC | 0.72% | Reduce -4.7% | 27,260 | $1.8M |
| WBH Advisory Inc. | 0.13% | Add +3.2% | 26,139 | $1.8M |
| McLaughlin Asset Management, Inc. | 1.66% | Reduce -0.1% | 26,045 | $1.7M |
| Natixis Advisors, LLC | 0.00% | Add +85.3% | 25,862 | $1.7M |
| Merit Financial Group, LLC | 0.01% | Reduce -4.7% | 24,218 | $1.6M |
| Fortitude Financial, LLC | 0.85% | Reduce -41.1% | 23,992 | $1.6M |
| West Michigan Advisors, LLC | 0.34% | Reduce -36.5% | 23,327 | $1.6M |
| Arete Wealth Advisors, LLC | 0.12% | New | 23,066 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +164.0% | 21,650 | $1.4M |
| Rooted Wealth Advisors, Inc. | 0.38% | Add +2.8% | 19,695 | $1.4M |
| Rothschild Wealth LLC | 0.12% | Reduce -1.4% | 20,446 | $1.4M |
| Capital Advisors Wealth Management, LLC | 0.18% | Reduce -90.5% | 20,281 | $1.4M |
| Benjamin Edwards Inc. | 0.01% | Add +10.8% | 18,765 | $1.3M |
| Cordgrass Capital Advisors, LLC | 0.28% | Reduce -3.9% | 18,155 | $1.2M |
| WealthPLAN Partners, LLC | 0.21% | Add +357.1% | 16,280 | $1.1M |
| Mgo One Seven LLC | 0.02% | Add +59.3% | 15,622 | $1.0M |
| United Advisor Group, LLC | 0.11% | Add +1.6% | 13,625 | $910K |
| PAX Financial Group, LLC | 0.15% | Add +42.9% | 13,486 | $900K |
| Freedom Financial Partners LLC | 0.30% | Reduce -42.8% | 12,746 | $851K |
| Summit Wealth Partners, LLC | 0.12% | Reduce -0.5% | 11,529 | $770K |
| Western Wealth Management, LLC | 0.03% | Add +3.2% | 11,522 | $769K |
| Gateway Wealth Partners, LLC | 0.03% | New | 10,822 | $723K |
| Harbor Asset Planning, Inc. | 0.55% | Add +3.4% | 9,776 | $653K |
| Vise Technologies, Inc. | 0.01% | No change | 9,703 | $625K |
| Rockland Trust Co. | 0.02% | Add +7.2% | 9,159 | $612K |
| Keating Financial Advisory Services, Inc. | 0.10% | Add +93.3% | 9,035 | $603K |
| Heritage Wealth Management, Inc. | 0.30% | Add +2.4% | 9,011 | $602K |
| MTM Financial Group, LLC | 0.26% | Add +25.2% | 8,158 | $545K |
| Everest Financial Group LLC | 0.09% | Reduce -28.6% | 7,913 | $528K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +12.3% | 7,556 | $505K |
| Bank of America Corp. | 0.00% | Reduce -7.3% | 7,301 | $487K |
| Earned Wealth Advisors, LLC | 0.03% | Add +0.4% | 6,879 | $459K |
| Avaii Wealth Management, LLC | 0.16% | Reduce -6.5% | 6,873 | $459K |
| Mariner, LLC | 0.00% | New | 6,617 | $442K |
| Krilogy Financial LLC | 0.01% | Reduce -2.3% | 6,173 | $438K |
| &partners | 0.00% | Reduce -62.6% | 6,519 | $435K |
| HighTower Advisors, LLC | 0.00% | Reduce -6.0% | 6,274 | $419K |
| Cozad Asset Management Inc. | 0.03% | Add +9.1% | 6,212 | $415K |
| Advisory Services Network, LLC | 0.01% | Add +13.7% | 5,929 | $396K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -4.5% | 5,841 | $390K |
| HighPoint Advisor Group LLC | 0.02% | No change | 5,712 | $381K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +6.1% | 5,669 | $379K |
| Sequent Planning LLC | 0.09% | Add +1.2% | 5,656 | $378K |
| Assetmark, Inc. | 0.00% | New | 5,606 | $374K |
| Triad Wealth Partners, LLC | 0.03% | Reduce -2.0% | 5,475 | $366K |
| Creative Planning | 0.00% | Add +9.0% | 5,298 | $354K |
| Sfam, LLC | 0.32% | No change | 5,220 | $349K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +64.4% | 5,184 | $346K |
| Luts & Greenleigh Group, Inc. | 0.27% | Add +4.7% | 5,115 | $342K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 5,083 | $339K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +1.7% | 4,970 | $332K |
| BlackRock, Inc. | 0.00% | New | 4,692 | $313K |
| Private Trust Co. NA | 0.03% | Add +4.9% | 4,446 | $297K |
| World Investment Advisors | 0.00% | Reduce -18.5% | 4,311 | $288K |
| MAI Capital Management | 0.00% | Add +1.3% | 4,092 | $273K |
| Sowell Financial Services LLC | 0.01% | New | 4,089 | $273K |
| Garden State Investment Advisory Services LLC | 0.06% | Add +21.3% | 4,059 | $271K |
| Smith, Moore & Co. | 0.02% | Reduce -2.6% | 4,009 | $268K |
| PCG Wealth Advisors, LLC | 0.07% | Reduce -68.7% | 4,008 | $268K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +14.2% | 3,949 | $264K |
| Nestegg Advisors, Inc. | 0.23% | No change | 3,870 | $258K |
| Breakwater Capital Group | 0.03% | Add +5.0% | 3,622 | $242K |
| Stone House Investment Management, LLC | 0.04% | Add +1.0% | 3,595 | $240K |
| Intrua Financial, LLC | 0.03% | No change | 3,593 | $240K |
| Spinnaker Trust | 0.01% | No change | 3,554 | $237K |
| Alteri Wealth LLC | 0.07% | New | 3,381 | $226K |
| Signal Advisors Wealth, LLC | 0.02% | New | 3,310 | $221K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -11.1% | 3,178 | $212K |
| Morgan Stanley | 0.00% | Add +1.3% | 2,907 | $194K |
| Triumph Capital Management | 0.03% | Reduce -19.0% | 2,256 | $151K |
| Glass Jacobson Investment Advisors llc | 0.05% | No change | 2,100 | $140K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -13.7% | 2,092 | $140K |
| Hazlett, Burt & Watson, Inc. | 0.04% | No change | 1,735 | $116K |
| Center for Financial Planning, Inc. | 0.01% | No change | 1,223 | $82K |
| IFP Advisors, Inc | 0.00% | No change | 747 | $50K |
| Golden State Wealth Management, LLC | 0.01% | No change | 702 | $47K |
| Godsey & Gibb, Inc. | 0.00% | No change | 695 | $46K |
| Pinnacle Bancorp, Inc. | 0.01% | New | 565 | $38K |
| Banco de Sabadell, S.A | 0.02% | No change | 517 | $34K |
| Capital Analysts, LLC | 0.00% | Add +26.4% | 508 | $34K |
| AE Wealth Management LLC | 0.00% | Add +3.3% | 340 | $23K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -49.5% | 289 | $19K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -25.8% | 287 | $19K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 238 | $16K |
| Fifth Third Bancorp | 0.00% | Reduce -43.1% | 238 | $16K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -38.9% | 243 | $16K |
| Arax Advisory Partners | 0.00% | No change | 230 | $15K |
| Abound Wealth Management | 0.00% | New | 229 | $15K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 216 | $14K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -5.1% | 186 | $13K |
| Wells Fargo & Company | 0.00% | Reduce -18.4% | 164 | $11K |
| Harbour Investments, Inc. | 0.00% | Add +80.5% | 139 | $9K |
| IFG Advisory, LLC | 0.02% | Reduce -99.3% | 103 | $7K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -10.1% | 98 | $7K |
| TopTier Wealth Management, LLC | 0.00% | New | 72 | $5K |
| Larson Financial Group LLC | 0.00% | No change | 57 | $4K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 54 | $4K |
| International Assets Investment Management, LLC | 0.00% | No change | 50 | $3K |
| Sunbelt Securities, Inc. | 0.00% | No change | 41 | $3K |
| Financial Management Professionals, Inc. | 0.00% | No change | 32 | $2K |
| CoreCap Advisors, LLC | 0.00% | Add +47.1% | 25 | $2K |
| Crews Bank & Trust | 0.00% | No change | 19 | $1K |
| McIlrath & Eck, LLC | 0.00% | Reduce -6.3% | 15 | $1K |
| Rockefeller Capital Management L.P. | 0.00% | New | 14 | $935 |
"% 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.