JPM SMA & MID CAP EN EQ ET-U JMEE
$76.87
-0.7% 52w: $57.03 – $78.03
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data57.0367.5378.03
Jun 20, 2025 Jul 2, 2026
Institutional holders
177
+1 QoQ
13F value
$1.88B
+18.1% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns JMEE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | Bank broker | 10.5M | $684.1M | 0.0% | 0.0% |
| FMR LLC | Long only active | 2.4M | $160.6M | 0.0% | +313133.6% |
| LPL Financial LLC | Bank broker | 2.1M | $142.4M | 0.0% | +9.3% |
| CWM, LLC | Wealth advisor | 1.1M | $70.4M | 0.2% | +9.9% |
| Crestwood Advisors Group, LLC | Other | 1.0M | $67.0M | 1.1% | +0.9% |
| Cetera Investment Advisers | Wealth advisor | 680.8K | $45.5M | 0.0% | +3.1% |
| Syntegra Private Wealth Group, LLC | Wealth advisor | 617.1K | $41.2M | 3.9% | -0.3% |
| Bank of New York Mellon Corp | Diversified mechanical | 562.8K | $37.6M | 0.0% | +53.3% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 555.1K | $37.1M | 0.7% | +3.1% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 459.4K | $30.1M | 0.0% | +13.1% |
| Wagner Wealth Management, LLC | Wealth advisor | 431.4K | $28.8M | 5.8% | +4.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 416.1K | $27.8M | 0.0% | -2.5% |
| Arkadios Wealth Advisors | Wealth advisor | 407.6K | $27.2M | 0.5% | New |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 399.6K | $26.7M | 0.0% | +3.8% |
| Meridian Financial Partners LLC | Wealth advisor | 337.9K | $22.9M | 8.7% | +3.4% |
| CGC Financial Services, LLC | Wealth advisor | 339.5K | $22.7M | 6.6% | -0.8% |
| SHP Wealth Management | Wealth advisor | 322.3K | $21.5M | 1.6% | +1.1% |
| Independent Advisor Alliance | Wealth advisor | 283.1K | $18.9M | 0.2% | New |
| VERUS CAPITAL PARTNERS, LLC | Other | 272.6K | $18.2M | 1.3% | +5.8% |
| Advisory Resource Group | Wealth advisor | 258.4K | $17.3M | 3.0% | +5.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 257.6K | $17.2M | 0.0% | +0.1% |
| Retirement Management Systems Inc. | Wealth advisor | 215.2K | $14.4M | 3.5% | +47.2% |
| B & T Capital Management DBA Alpha Capital Management | Other | 209.7K | $14.0M | 2.0% | +1.0% |
| WealthPlan Investment Management, LLC | Wealth advisor | 197.1K | $13.2M | 0.7% | +88.3% |
| ROYAL BANK OF CANADA | Bank broker | 184.2K | $12.3M | 0.0% | +20.2% |
| Bond & Devick Financial Network, Inc. | Wealth advisor | 175.4K | $11.7M | 3.3% | -1.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 175.0K | $11.7M | 0.0% | -14.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 139.5K | $9.3M | 0.0% | +1.6% |
| Tradition Wealth Management, LLC | Wealth advisor | 128.0K | $8.5M | 0.6% | +8.0% |
| Capital Developers, LLC | Wealth advisor | 111.8K | $7.5M | 6.7% | +0.3% |
| Private Advisor Group, LLC | Wealth advisor | 107.5K | $7.2M | 0.0% | +2.5% |
| Macco Financial Group, Inc. | Wealth advisor | 106.9K | $7.1M | 5.4% | -18.0% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 105.8K | $7.1M | 0.0% | +8.9% |
| Kestra Advisory Services, LLC | Wealth advisor | 101.6K | $6.8M | 0.0% | +2.5% |
| Scarborough Advisors, LLC | Wealth advisor | 100.0K | $6.7M | 0.7% | +0.5% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | Wealth advisor | 98.8K | $6.6M | 0.4% | +0.5% |
| Legacy Private Trust Co. | Wealth advisor | 93.3K | $6.2M | 0.4% | +1.8% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 93.0K | $6.2M | 0.1% | +96.0% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 91.7K | $6.1M | 0.0% | +39.4% |
| Stewardship Advisors, LLC | Wealth advisor | 89.4K | $6.0M | 1.4% | -15.8% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | Wealth advisor | 86.2K | $5.8M | 1.8% | -34.2% |
| Lakeridge Wealth Management LLC | Wealth advisor | 81.7K | $5.5M | 2.3% | +0.7% |
| Destiny Wealth Partners, LLC | Wealth advisor | 66.1K | $4.4M | 0.5% | -2.7% |
| Plan Group Financial, LLC | Wealth advisor | 60.8K | $4.1M | 1.0% | +94.7% |
| Modern Wealth Management, LLC | Wealth advisor | 58.2K | $3.9M | 0.1% | +122.5% |
| American Trust | Wealth advisor | 57.6K | $3.8M | 0.3% | -4.4% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | Wealth advisor | 56.8K | $3.8M | 1.7% | +198.7% |
| Schwallier Wealth Management LLC | Wealth advisor | 56.0K | $3.7M | 2.7% | -5.3% |
| Platform Technology Partners | Other | 54.7K | $3.7M | 0.7% | New |
| ASHTON THOMAS SECURITIES, LLC | Wealth advisor | 53.9K | $3.6M | 0.5% | +3.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.