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JMEE · JPMorgan Small & Mid Cap Enhanced Equity ETF ETF

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$76.93 +0.19 (+0.25%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 1
Total Value: $4,151,664
Total Shares: 53,206

Institutional Ownership Trend

18 quarters

Holder Concentration

Across 1 13F filers · Δ vs Mar 31, 2026
Top Holder
100.0%
Sep 2023 → Jun 2026 · range 43.2% – 100.0%
0.0 pts
Top 5
100.0%
Sep 2023 → Jun 2026 · range 61.9% – 100.0%
0.0 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 71.8% – 100.0%
0.0 pts
HHI
10,000
Sep 2023 → Jun 2026 · range 2,008 – 10,000
Highly concentrated0

Quarterly Activity

vs Mar 31, 2026
New
0
Increased
0
Decreased
1
Sold Out
0
Unchanged
0
Holder count: 0
Institutional value: +16.0%
Shares held: -0.7%

Top Buyers

vs Mar 31, 2026
No qualifying movers this quarter.

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
MLG Wealth Management DBA Pine Grove Financial Group −374 53,206
Filter: New 0 Increased 0 Reduced 1 Sold out 0 Unchanged 0
Showing 1 of 1
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
MLG Wealth Management DBA Pine Grove Financial Group JMEE $4,151,664 100.00% 53,206