JPM Sma & Mid Cap En Eq Et-UJMEEETF
13F holders, Q2 2026 (June 30)196holders +18
26new positions
7sold out
$77.78avg. 13F price*
At the end of Q2 2026, 196 institutions reported holding JPM Sma & Mid Cap En Eq Et-U (JMEE) in their 13F filings, up 18 from Q1 2026. 26 opened new positions and 7 sold out. The largest holders were JPMorgan Chase & Co. ($757.9M), FMR LLC ($241.0M) and LPL Financial LLC ($176.4M).
- Company
- JPM Sma & Mid Cap En Eq Et-U
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q2 2026)
- CUSIP
- 46641Q118
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $30.2M |
| Exits | 7 | $29.6M |
All 13F filers, Q1 2026 → Q2 2026: 2,240,407 shares bought and 1,959,521 shares sold, net +280,886 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 196 holders
| JPMorgan Chase & Co. | 0.04% | Reduce -7.0% | 9,782,654 | $757.9M |
| FMR LLC | 0.01% | Add +28.4% | 3,088,420 | $241.0M |
| LPL Financial LLC | 0.04% | Add +6.0% | 2,260,945 | $176.4M |
| Crestwood Advisors Group, LLC | 1.18% | Add +2.0% | 1,023,610 | $79.9M |
| Cetera Investment Advisers | 0.05% | Add +3.2% | 702,324 | $54.8M |
| Syntegra Private Wealth Group, LLC | 3.83% | Add +2.6% | 633,091 | $49.4M |
| Jones Financial Companies LLLP | 0.02% | Add +34.6% | 618,478 | $47.8M |
| Bank of New York Mellon Corp | 0.01% | Add +3.1% | 580,188 | $45.3M |
| Great Valley Advisor Group, Inc. | 0.70% | Add +3.0% | 571,576 | $44.6M |
| Osaic Holdings, Inc. | 0.04% | Add +11.4% | 463,387 | $36.2M |
| Raymond James Financial Inc. | 0.01% | Add +14.0% | 455,639 | $35.6M |
| Wagner Wealth Management, LLC | 6.35% | Add +2.0% | 440,073 | $34.3M |
| Meridian Financial Partners LLC | 9.07% | Add +2.9% | 347,624 | $26.6M |
| CGC Financial Services, LLC | 5.69% | Reduce -4.5% | 324,194 | $25.3M |
| Verus Capital Partners, LLC | 1.18% | Add +2.2% | 278,665 | $21.7M |
| Advisory Resource Group | 3.04% | Add +0.2% | 258,935 | $20.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -10.2% | 231,431 | $18.1M |
| Retirement Management Systems Inc. | 3.65% | Add +6.1% | 228,395 | $17.8M |
| WealthPlan Investment Management, LLC | 0.87% | Add +13.9% | 224,405 | $17.5M |
| B & T Capital Management DBA Alpha Capital Management | 2.14% | Reduce -0.1% | 209,506 | $16.3M |
| Commonwealth Equity Services, LLC | 0.02% | Add +9.7% | 191,937 | $15.0M |
| Royal Bank of Canada | 0.00% | Add +3.3% | 190,278 | $14.8M |
| Bond & Devick Financial Network, Inc. | 3.51% | Add +4.2% | 182,754 | $14.3M |
| Kestra Advisory Services, LLC | 0.04% | Add +53.9% | 156,363 | $12.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.0% | 143,634 | $11.2M |
| Macco Financial Group, Inc. | 7.04% | Add +30.0% | 138,964 | $10.8M |
| Tradition Wealth Management, LLC | 0.64% | Add +5.2% | 134,663 | $10.5M |
| Stifel Financial Corp. | 0.01% | Add +18.2% | 124,966 | $9.8M |
| Barnes Pettey Financial Advisors, LLC | 3.04% | Add +119.2% | 124,441 | $9.7M |
| Private Advisor Group, LLC | 0.04% | Add +14.5% | 123,055 | $9.6M |
| Scarborough Advisors, LLC | 1.07% | Add +21.7% | 121,721 | $9.3M |
| Creative Financial Designs Inc. | 0.44% | Add +18.9% | 117,476 | $9.2M |
| MML Investors Services, LLC | 0.02% | Add +27.9% | 117,247 | $9.1M |
| Integrated Wealth Concepts LLC | 0.06% | New | 110,138 | $8.6M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +11.3% | 103,466 | $8.1M |
| Commonwealth Financial Services, LLC | 1.00% | New | 95,365 | $7.4M |
| Legacy Private Trust Co. | 0.39% | Reduce -3.2% | 90,326 | $7.0M |
| Stewardship Advisors, LLC | 1.46% | Add +0.5% | 89,802 | $7.0M |
| Lakeridge Wealth Management LLC | 2.36% | Add +0.9% | 82,410 | $6.4M |
| Modern Wealth Management, LLC | 0.08% | Add +39.1% | 81,030 | $6.3M |
| Ashton Thomas Securities, LLC | 0.91% | Add +46.4% | 78,882 | $6.2M |
| Platform Technology Partners | 1.00% | Add +42.9% | 78,189 | $6.1M |
| Plan Group Financial, LLC | 1.25% | Add +27.2% | 77,375 | $6.0M |
| Kingsview Wealth Management, LLC | 0.07% | Add +54.3% | 72,790 | $5.7M |
| Allegheny Financial Group | 0.60% | Add +53.0% | 72,421 | $5.7M |
| Natixis Advisors, LLC | 0.01% | Add +149.7% | 64,586 | $5.0M |
| Destiny Wealth Partners, LLC | 0.68% | Reduce -4.9% | 62,829 | $4.8M |
| Flynn Zito Capital Management, LLC | 1.20% | Reduce -34.3% | 56,697 | $4.4M |
| Atlas Legacy Advisors, LLC | 0.63% | Add +3.4% | 54,691 | $4.3M |
| American Trust | 0.32% | Reduce -6.8% | 53,695 | $4.2M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.42% | Reduce -0.7% | 53,206 | $4.2M |
| Baird Financial Group, Inc. | 0.01% | Add +4.1% | 51,422 | $4.0M |
| Total Clarity Wealth Management, Inc. | 0.73% | Add +8.5% | 48,412 | $3.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +17.3% | 46,413 | $3.6M |
| UBS Group AG | 0.00% | Reduce -5.5% | 46,410 | $3.6M |
| Pinnacle Financial Partners, Inc. | 0.02% | Add +1.0% | 45,519 | $3.6M |
| Greenwood Capital Associates LLC | 0.34% | Add +20.9% | 44,165 | $3.4M |
| Axxcess Wealth Management, LLC | 0.05% | New | 43,432 | $3.4M |
| Goldman Sachs Group Inc. | 0.00% | New | 41,917 | $3.3M |
| Fifth Third Securities, Inc. | 0.18% | Reduce -1.5% | 40,140 | $3.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.2% | 40,086 | $3.1M |
| Susquehanna International Group, LLP | 0.00% | New | 40,052 | $3.1M |
| Curry Webb Wealth Management LLC | 1.29% | Add +10.1% | 39,874 | $3.1M |
| Planning Strategies Inc. | 1.93% | — | 39,448 | $3.1M |
| SilverOak Wealth Management LLC | 0.38% | Add +26.3% | 38,225 | $3.0M |
| National Bank of Canada | 0.00% | Reduce -10.6% | 35,305 | $2.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +20.1% | 33,123 | $2.5M |
| Daymark Wealth Partners, LLC | 0.06% | Add +15.6% | 31,866 | $2.5M |
| Choice Wealth Advisors LLC | 0.87% | Reduce -12.4% | 31,697 | $2.5M |
| WealthPLAN Partners, LLC | 0.45% | Add +84.5% | 30,032 | $2.3M |
| Avestar Capital, LLC | 0.13% | Add +6.7% | 29,215 | $2.3M |
| Asset Allocation Strategies LLC | 0.35% | Add +3.9% | 29,154 | $2.3M |
| Fermata Advisors, LLC | 0.45% | Reduce -1.4% | 28,688 | $2.2M |
| IFG Advisory, LLC | 0.08% | Add +27153.4% | 28,071 | $2.2M |
| US Bancorp \de | 0.00% | Reduce -6.1% | 26,902 | $2.1M |
| WBH Advisory Inc. | 0.14% | Add +1.3% | 26,481 | $2.1M |
| Ruggaard & Associates LLC | 0.74% | Reduce -2.9% | 26,476 | $2.1M |
| NewEdge Advisors, LLC | 0.01% | Add +21.9% | 26,401 | $2.1M |
| McLaughlin Asset Management, Inc. | 1.41% | Add +0.5% | 26,179 | $2.0M |
| West Michigan Advisors, LLC | 0.37% | Add +5.8% | 24,689 | $1.9M |
| Fortitude Financial, LLC | 1.68% | Reduce -0.2% | 23,946 | $1.9M |
| Arete Wealth Advisors, LLC | 0.12% | Add +3.7% | 23,912 | $1.9M |
| Merit Financial Group, LLC | 0.01% | Reduce -1.6% | 23,839 | $1.9M |
| Rothschild Wealth LLC | 0.12% | Reduce -2.1% | 20,021 | $1.6M |
| Capital Advisors Wealth Management, LLC | 0.18% | Reduce -2.1% | 19,863 | $1.5M |
| Benjamin Edwards Inc. | 0.01% | Reduce -0.1% | 18,751 | $1.5M |
| Cordgrass Capital Advisors, LLC | 0.53% | Reduce -0.3% | 18,102 | $1.4M |
| Mgo One Seven LLC | 0.02% | Add +8.8% | 17,005 | $1.3M |
| Keating Financial Advisory Services, Inc. | 0.17% | Add +79.0% | 16,177 | $1.3M |
| Global Retirement Partners, LLC | 0.02% | — | 15,442 | $1.2M |
| Independent Advisor Alliance | 0.03% | Reduce -94.6% | 15,393 | $1.2M |
| PAX Financial Group, LLC | 0.17% | Add +5.8% | 14,263 | $1.1M |
| United Advisor Group, LLC | 0.11% | Reduce -2.2% | 13,328 | $1.0M |
| Garden State Investment Advisory Services LLC | 0.19% | Add +209.8% | 12,573 | $981K |
| Summit Wealth Partners, LLC | 0.13% | Reduce -0.5% | 11,475 | $895K |
| Western Wealth Management, LLC | 0.03% | Reduce -1.3% | 11,374 | $888K |
| Rockland Trust Co. | 0.03% | Add +18.1% | 10,821 | $844K |
| Harbor Asset Planning, Inc. | 0.59% | Add +2.4% | 10,008 | $781K |
| MTM Financial Group, LLC | 0.32% | Add +18.9% | 9,700 | $757K |
| Heritage Wealth Management, Inc. | 0.18% | Add +5.0% | 9,466 | $739K |
| Freedom Financial Partners LLC | 0.23% | Reduce -30.5% | 8,855 | $691K |
| Two Sigma Investments, LP | 0.00% | New | 8,500 | $663K |
| Advisory Services Network, LLC | 0.01% | Add +42.6% | 8,454 | $660K |
| Morgan Stanley | 0.00% | Add +180.9% | 8,167 | $637K |
| Schwallier Wealth Management LLC | 0.39% | Reduce -85.8% | 7,945 | $620K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +4.6% | 7,906 | $617K |
| Cozad Asset Management Inc. | 0.04% | Add +14.2% | 7,094 | $554K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +23.2% | 6,985 | $545K |
| Earned Wealth Advisors, LLC | 0.03% | No change | 6,879 | $537K |
| Avaii Wealth Management, LLC | 0.16% | No change | 6,873 | $536K |
| American Trust Investment Advisors, LLC | 0.26% | New | 6,640 | $518K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +28.0% | 6,635 | $518K |
| HighTower Advisors, LLC | 0.00% | Add +2.4% | 6,426 | $501K |
| Vise Technologies, Inc. | 0.01% | Reduce -33.9% | 6,416 | $501K |
| Everest Financial Group LLC | 0.07% | Reduce -19.9% | 6,338 | $495K |
| Sequent Planning LLC | 0.10% | Add +7.8% | 6,095 | $476K |
| Krilogy Financial LLC | 0.01% | Reduce -3.3% | 5,969 | $466K |
| SHP Wealth Management | 0.03% | Reduce -98.2% | 5,956 | $465K |
| Leavell Investment Management, Inc. | 0.02% | New | 5,858 | $457K |
| HighPoint Advisor Group LLC | 0.02% | Add +2.5% | 5,853 | $457K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -0.2% | 5,829 | $455K |
| Assetmark, Inc. | 0.00% | Add +3.9% | 5,822 | $454K |
| &partners | 0.00% | Reduce -12.2% | 5,722 | $444K |
| Mercer Global Advisors Inc. | 0.00% | New | 5,308 | $414K |
| Sfam, LLC | 0.33% | No change | 5,220 | $407K |
| Triad Wealth Partners, LLC | 0.02% | Reduce -3.9% | 5,263 | $407K |
| Creative Planning | 0.00% | Reduce -1.7% | 5,209 | $406K |
| Luts & Greenleigh Group, Inc. | 0.30% | No change | 5,115 | $399K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 5,083 | $397K |
| HBW Advisory Services LLC | 0.04% | New | 5,014 | $391K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.4% | 4,990 | $389K |
| Gateway Wealth Partners, LLC | 0.02% | Reduce -55.7% | 4,797 | $374K |
| Dynamic Financial Group | 0.27% | New | 4,614 | $360K |
| Signal Advisors Wealth, LLC | 0.02% | Add +38.5% | 4,585 | $358K |
| PNC Financial Services Group, Inc. | 0.00% | Add +115.9% | 4,517 | $352K |
| Private Trust Co. NA | 0.03% | Reduce -6.3% | 4,166 | $325K |
| Breakwater Capital Group | 0.04% | Add +14.2% | 4,136 | $323K |
| Sowell Financial Services LLC | 0.01% | Reduce -0.4% | 4,072 | $318K |
| Smith, Moore & Co. | 0.02% | No change | 4,009 | $313K |
| PCG Wealth Advisors, LLC | 0.07% | No change | 4,008 | $313K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +0.9% | 3,986 | $311K |
| Americana Partners, LLC | 0.01% | New | 3,954 | $309K |
| MAI Capital Management | 0.00% | Reduce -3.7% | 3,942 | $308K |
| Nestegg Advisors, Inc. | 0.21% | No change | 3,870 | $302K |
| Stone House Investment Management, LLC | 0.04% | Add +3.7% | 3,729 | $291K |
| World Investment Advisors | 0.00% | No change | 4,311 | $288K |
| BlackRock, Inc. | 0.00% | Reduce -21.4% | 3,687 | $288K |
| Intrua Financial, LLC | 0.03% | No change | 3,593 | $280K |
| Spinnaker Trust | 0.01% | No change | 3,554 | $277K |
| Alteri Wealth LLC | 0.07% | Add +1.9% | 3,445 | $269K |
| Simplicity Wealth,LLC | 0.01% | New | 3,231 | $252K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.4% | 3,135 | $245K |
| Jane Street Group, LLC | 0.00% | Reduce -90.8% | 3,038 | $237K |
| Riversedge Advisors, LLC | 0.03% | New | 2,918 | $228K |
| Integrated Advisors Network LLC | 0.01% | New | 2,821 | $220K |
| Bluesphere Advisors LLC | 0.06% | New | 2,615 | $204K |
| Glass Jacobson Investment Advisors llc | 0.05% | No change | 2,100 | $164K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1,748 | $136K |
| Hazlett, Burt & Watson, Inc. | 0.04% | No change | 1,735 | $136K |
| Center for Financial Planning, Inc. | 0.01% | No change | 1,223 | $95K |
| Triumph Capital Management | 0.02% | Reduce -50.1% | 1,125 | $88K |
| Capital Analysts, LLC | 0.00% | Add +110.2% | 1,068 | $83K |
| Fiduciary Financial Advisors | 0.01% | New | 1,038 | $81K |
| Fifth Third Bancorp | 0.00% | Add +229.0% | 783 | $61K |
| Wells Fargo & Company | 0.00% | Add +361.6% | 757 | $59K |
| IFP Advisors, Inc | 0.00% | No change | 747 | $58K |
| Godsey & Gibb, Inc. | 0.00% | No change | 695 | $54K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -14.5% | 600 | $47K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 565 | $44K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 534 | $42K |
| Banco de Sabadell, S.A | 0.02% | No change | 517 | $40K |
| Bank of Montreal | 0.00% | New | 611 | $36K |
| Harbour Investments, Inc. | 0.00% | Add +152.5% | 351 | $27K |
| AE Wealth Management LLC | 0.00% | Reduce -4.4% | 325 | $25K |
| SJS Investment Consulting Inc. | 0.00% | New | 300 | $23K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -7.0% | 267 | $21K |
| Smartleaf Asset Management LLC | 0.00% | No change | 243 | $19K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 238 | $19K |
| Arax Advisory Partners | 0.00% | No change | 230 | $18K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +324.1% | 229 | $18K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 216 | $17K |
| Farther Finance Advisors, LLC | 0.00% | No change | 186 | $15K |
| Markowski Investments | 0.00% | — | 168 | $13K |
| Buck Wealth Strategies, LLC | 0.00% | New | 77 | $6K |
| Concord Wealth Partners | 0.00% | New | 75 | $6K |
| Allworth Financial LP | 0.00% | New | 74 | $6K |
| Larson Financial Group LLC | 0.00% | No change | 57 | $4K |
| International Assets Investment Management, LLC | 0.00% | No change | 50 | $4K |
| Compass Financial Management LLC | 0.00% | — | 48 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | New | 46 | $4K |
| Abound Wealth Management | 0.00% | Reduce -80.8% | 44 | $3K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -66.3% | 33 | $3K |
| Financial Management Professionals, Inc. | 0.00% | No change | 32 | $2K |
| CoreCap Advisors, LLC | 0.00% | No change | 25 | $2K |
| Crews Bank & Trust | 0.00% | No change | 19 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 13 | $1K |
"% 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.