JMEE

JPM Sma & Mid Cap En Eq Et-UETF
UnclassifiedUSCUSIP 46641Q118◍ Confluence graph
Tracked 13F Holders
177
-28 QoQ
13F Value (tracked)
$1.9B
13F Moves · latest Q
33 added
15 trimmed
Recent Filings
0

Who owns JMEE?

177 tracked 13F filers

177 tracked 13F filers disclose a position in JMEE as of the latest SEC 13F filings, a combined $1.9B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1JPMORGAN CHASE & CO
$684.1M
10.5M
~0%
Added · +5K sh
Q1 2026
2FMR LLC
$160.6M
2.4M
3k×
Added · +2.4M sh
Q1 2026
3LPL Financial LLC
$142.4M
2.1M
+9.3%
Added · +182K sh
Q1 2026
4CWM, LLC
$70.4M
1.1M
+9.9%
Added · +95K sh
Q1 2026
5Crestwood Advisors Group, LLC
$79.9M
1.0M
+2.0%
Added · +20K sh
Q2 2026
6Cetera Investment Advisers
$45.5M
681K
+3.1%
Added · +20K sh
Q1 2026
7Syntegra Private Wealth Group, LLC
$49.4M
633K
+2.6%
Added · +16K sh
Q2 2026
8GREAT VALLEY ADVISOR GROUP, INC.
$44.6M
572K
+3.0%
Added · +16K sh
Q2 2026
9Bank of New York Mellon Corp
$37.6M
563K
+53%
Added · +196K sh
Q1 2026
10JONES FINANCIAL COMPANIES LLLP
$30.1M
459K
+13%
Added · +53K sh
Q1 2026
11Wagner Wealth Management, LLC
$34.3M
440K
+2.0%
Added · +9K sh
Q2 2026
12OSAIC HOLDINGS, INC.
$27.8M
416K
−2.5%
Reduced · −11K sh
Q1 2026
13RAYMOND JAMES FINANCIAL INC
$26.7M
400K
+3.8%
Added · +15K sh
Q1 2026
14Meridian Financial Partners LLC
$26.6M
348K
+2.9%
Added · +10K sh
Q2 2026
15CGC Financial Services, LLC
$25.3M
324K
−4.5%
Reduced · −15K sh
Q2 2026
16VERUS CAPITAL PARTNERS, LLC
$21.7M
279K
+2.2%
Added · +6K sh
Q2 2026
17Advisory Resource Group
$20.2M
259K
+0.2%
Added · +536 sh
Q2 2026
18NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$17.2M
258K
+0.1%
Added · +193 sh
Q1 2026
19Retirement Management Systems Inc.
$17.8M
228K
+6.1%
Added · +13K sh
Q2 2026
20WealthPlan Investment Management, LLC
$17.5M
224K
+14%
Added · +27K sh
Q2 2026
21B & T Capital Management DBA Alpha Capital Management
$16.3M
210K
−0.1%
Reduced · −193 sh
Q2 2026
22ROYAL BANK OF CANADA
$12.3M
184K
+20%
Added · +31K sh
Q1 2026
23Bond & Devick Financial Network, Inc.
$14.3M
183K
+4.2%
Added · +7K sh
Q2 2026
24COMMONWEALTH EQUITY SERVICES, LLC
$11.7M
175K
−15%
Reduced · −30K sh
Q1 2026
25Kestra Advisory Services, LLC
$12.2M
156K
+54%
Added · +55K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is JMEE being bought or sold by institutions?

Last quarter, 1 fund opened a new position in JMEE and 32 added to an existing one, while 15 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
1
funds
Added
32
funds
Reduced
15
funds
Exited
0
funds

Funds that own JMEE also own

CompanyCo-held byCombined value
APPLE INCAAPL89 funds$8.9B
MICROSOFT CORPMSFT89 funds$4.6B
NVIDIA CORPNVDA88 funds$6.2B
SS SPDR S&P 500 ETF TRUST-USSPY88 funds$2.9B
AMAZON.COM INCAMZN87 funds$3.7B
ALPHABET INC-CL AGOOGL86 funds$3.3B
VANGUARD S&P 500 ETFVOO86 funds$3.2B
ALPHABET INC-CL CGOOG86 funds$2.8B
INVESCO QQQ TRUST SERIES 1QQQ85 funds$2.5B
JPMORGAN CHASE & COJPM85 funds$2.4B
BERKSHIRE HATHAWAY INC-CL BBRK/B84 funds$1.4B
JOHNSON & JOHNSONJNJ84 funds$1.1B

Ranked by how many of JMEE's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

129 funds+49 since Q3 2024
079157Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $619.4M

Recent filings

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No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in JMEE

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/JMEE/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for JMEE.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for JMEE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.