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JPM SMA & Mid Cap EN EQ ET (JMEE)

CUSIP: 46641Q118 | NYSE | 306 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Crestwood Advisors Group, LLC1,029,917
1.1% of portfolio›$75.8M
Syntegra Private Wealth Group, LLC641,438
3.6% of portfolio›$47.2M
Wagner Wealth Management, LLC443,738
5.7% of portfolio›$32.7M
Meridian Financial Partners LLC358,457
8.7% of portfolio›$26.6M
CGC Financial Services, LLC329,108
5.4% of portfolio›$24.2M
Verus Capital Partners, LLC278,597
1.1% of portfolio›$20.5M
WealthPlan Investment Management, LLC241,121
0.9% of portfolio›$17.7M
Advisory Resource Group238,921
2.5% of portfolio›$17.6M
Commonwealth Equity Services, LLC200,698
0.0% of portfolio›$14.8M
Bond & Devick Financial Network, Inc.182,713
3.2% of portfolio›$13.4M
Kestra Advisory Services, LLC161,563
0.0% of portfolio›$11.9M
Creative Financial Designs Inc121,998
0.4% of portfolio›$9.0M
Plan Group Financial, LLC91,113
1.3% of portfolio›$6.8M
Legacy Private Trust Co.90,444
0.4% of portfolio›$6.7M
Stewardship Advisors, LLC89,846
1.4% of portfolio›$6.6M
Commonwealth Financial Services, LLC88,358
1.2% of portfolio›$6.5M
Ashton Thomas Securities, LLC87,987
0.7% of portfolio›$6.5M
Platform Technology Partners81,812
1.0% of portfolio›$6.0M
Destiny Wealth Partners, LLC66,347
0.5% of portfolio›$5.0M
Integrity Wealth Advisors, Inc.55,084
2.1% of portfolio›$4.1M
MLG Wealth Management DBA Pine Grove Financial Group54,261
0.4% of portfolio›$4.0M
Flynn Zito Capital Management, LLC52,827
1.0% of portfolio›$3.9M
Cambridge Investment Research Advisors, Inc.50,127
0.0% of portfolio›$3.7K
Total Clarity Wealth Management, Inc.49,959
0.7% of portfolio›$3.7M
Greenwood Capital Associates LLC49,470
0.4% of portfolio›$3.6M
SilverOak Wealth Management LLC41,470
0.4% of portfolio›$3.1M
Planning Strategies Inc.40,486
1.8% of portfolio›$3.0M
Avestar Capital, LLC40,428
0.2% of portfolio›$3.0M
Concurrent Investment Advisors, LLC40,031
0.0% of portfolio›$2.9M
Curry Webb Wealth Management LLC39,874
1.3% of portfolio›$3.1M
Fortitude Financial, LLC39,052
1.3% of portfolio›$2.9M
WealthPLAN Partners, LLC38,618
0.5% of portfolio›$2.8M
Fifth Third Securities, Inc.34,378
0.1% of portfolio›$2.5M
Wealth Enhancement Advisory Services, LLC32,976
0.0% of portfolio›$2.5M
Daymark Wealth Partners, LLC32,972
0.1% of portfolio›$2.4M
Choice Wealth Advisors LLC31,426
0.8% of portfolio›$2.3M
Asset Allocation Strategies LLC29,897
0.3% of portfolio›$2.2M
WBH Advisory Inc28,643
0.1% of portfolio›$2.1M
Capital Advisors Wealth Management, LLC20,814
0.2% of portfolio›$1.5M
Fermata Advisors, LLC18,398
0.3% of portfolio›$1.4M
Cordgrass Capital Advisors, LLC17,398
0.5% of portfolio›$1.3M
MGO One Seven LLC16,576
0.0% of portfolio›$1.2M
Rockland Trust Co14,592
0.0% of portfolio›$1.1M
United Advisor Group, LLC13,348
0.1% of portfolio›$982.2K
Heritage Wealth Management, Inc.11,219
0.2% of portfolio›$825.5K
Harbor Asset Planning, Inc.10,008
0.6% of portfolio›$736.4K
Freedom Financial Partners LLC9,024
0.2% of portfolio›$664.0K
Cornerstone Wealth Management, LLC7,921
0.0% of portfolio›$582.8K
Independence Asset Advisors, LLC7,671
0.1% of portfolio›$564.4K
Creative Planning7,654
0.0% of portfolio›$563.2K
Avaii Wealth Management, LLC6,873
0.1% of portfolio›$516.1K
Signal Advisors Wealth, LLC6,126
0.0% of portfolio›$450.8K
Vise Technologies, Inc.6,124
0.0% of portfolio›$450.6K
Krilogy Financial LLC5,863
0.0% of portfolio›$436.9K
Kestra Private Wealth Services, LLC5,808
0.0% of portfolio›$427.4K
Assetmark, Inc5,805
0.0% of portfolio›$427.1K
HBW Advisory Services LLC5,783
0.0% of portfolio›$425.5K
Dynamic Financial Group5,719
0.3% of portfolio›$420.8K
Breakwater Capital Group5,293
0.0% of portfolio›$389.5K
Sfam, LLC5,220
0.3% of portfolio›$384.1K
Dynamic Advisor Solutions LLC5,012
0.0% of portfolio›$368.8K
Triad Wealth Partners, LLC4,686
0.0% of portfolio›$344.8K
Private Trust Co NA4,161
0.0% of portfolio›$306.1K
Sowell Financial Services LLC4,051
0.0% of portfolio›$298.1K
Americana Partners, LLC3,955
0.0% of portfolio›$291.0K
Nestegg Advisors, Inc.3,870
0.2% of portfolio›$284.8K
Simplicity Wealth,LLC3,630
0.0% of portfolio›$267.1K
Intrua Financial, LLC3,593
0.0% of portfolio›$264.4K
GC Wealth Management RIA, LLC3,406
0.0% of portfolio›$250.6K
Bluesphere Advisors LLC3,135
0.1% of portfolio›$230.6K
Liberty Atlantic Advisors LLC3,083
0.1% of portfolio›$226.9K
Riversedge Advisors, LLC2,918
0.0% of portfolio›$214.7K
Stone House Investment Management, LLC2,590
0.0% of portfolio›$190.6K
Glass Jacobson Investment Advisors llc2,100
0.0% of portfolio›$154.5K
Hazlett, Burt & Watson, Inc.1,600
0.0% of portfolio›$85.0K
Center for Financial Planning, Inc.1,223
0.0% of portfolio›$90.0K
Triumph Capital Management1,125
0.0% of portfolio›$82.8K
IFP Advisors, Inc936
0.0% of portfolio›$68.9K
Godsey & Gibb, Inc695
0.0% of portfolio›$51.1K
Nova Financial LLC645
0.0% of portfolio›$47.5K
Capital Investment Advisory Services, LLC592
0.0% of portfolio›$43.5K
Ashton Thomas Private Wealth, LLC572
0.0% of portfolio›$42.1K
Golden State Wealth Management, LLC543
0.0% of portfolio›$40.0K
Farther Finance Advisors, LLC323
0.0% of portfolio›$23.8K
SJS Investment Consulting Inc.300
0.0% of portfolio›$22.1K
Blue Trust, Inc.242
0.0% of portfolio›$17.8K
Pinnacle Bancorp, Inc.145
0.0% of portfolio›$10.7K
Buck Wealth Strategies, LLC77
0.0% of portfolio›$5.7K
Concord Wealth Partners75
0.0% of portfolio›$5.5K
Root Financial Partners, LLC54
0.0% of portfolio›$4.0K
CoreCap Advisors, LLC47
0.0% of portfolio›$3.5K
Cape Investment Advisory, Inc.46
0.0% of portfolio›$3.4K
Abound Wealth Management44
0.0% of portfolio›$3.2K
Financial Management Professionals, Inc.32
0.0% of portfolio›$2.4K
Compass Financial Management LLC28
0.0% of portfolio›$2.1K
StyleTurnoverLocationFiled
Crestwood Advisors Group, LLC
1,029,917$75.8M1.1%GrowthLowBoston, MA2026-10-27
Syntegra Private Wealth Group, LLC
641,438$47.2M3.6%ETFLowChesterfield, MO2026-10-13
Wagner Wealth Management, LLC
443,738$32.7M5.7%ETFLowGreenville, SC2026-10-21
Meridian Financial Partners LLC
358,457$26.6M8.7%GrowthLowWarrenton, VA2026-10-23
CGC Financial Services, LLC
329,108$24.2M5.4%ETFLowLake Oswego, OR2026-10-13
Verus Capital Partners, LLC
278,597$20.5M1.1%GrowthLowScottsdale, AZ2026-11-03
WealthPlan Investment Management, LLC
241,121$17.7M0.9%GrowthMediumOmaha, NE2026-10-15
Advisory Resource Group
238,921$17.6M2.5%GARPMediumTulsa, OK2026-10-26
Commonwealth Equity Services, LLC
200,698$14.8M0.0%ETFLowWaltham, MA2026-11-02
Bond & Devick Financial Network, Inc.
182,713$13.4M3.2%ETFVery LowSt. Louis Park, MN2026-10-23
Kestra Advisory Services, LLC
161,563$11.9M0.0%CoreLowAustin, TX2026-11-02
Creative Financial Designs Inc
121,998$9.0M0.4%ETFMediumKokomo, IN2026-11-04
Plan Group Financial, LLC
91,113$6.8M1.3%ETFMediumOklahoma City, OK2026-10-22
Legacy Private Trust Co.
90,444$6.7M0.4%ETFLowNeenah, WI2026-10-06
Stewardship Advisors, LLC
89,846$6.6M1.4%ETFMediumMount Joy, PA2026-10-20
Commonwealth Financial Services, LLC
88,358$6.5M1.2%ETFMediumVienna, WV2026-10-20
Ashton Thomas Securities, LLC
87,987$6.5M0.7%ETFMediumRochester, NY2026-10-26
Platform Technology Partners
81,812$6.0M1.0%CoreVery LowLocust Valley, NY2026-11-02
Destiny Wealth Partners, LLC
66,347$5.0M0.5%ETFMediumTavares, FL2026-11-05
Integrity Wealth Advisors, Inc.
55,084$4.1M2.1%ETFMediumVentura, CA2026-10-29
MLG Wealth Management DBA Pine Grove Financial Group
54,261$4.0M0.4%ETFMediumWoodbury, MN2026-10-13
Flynn Zito Capital Management, LLC
52,827$3.9M1.0%ETFLowGarden City, NY2026-11-04
Cambridge Investment Research Advisors, Inc.
50,127$3.7K0.0%ETFLowFairfield, IA2026-11-02
Total Clarity Wealth Management, Inc.
49,959$3.7M0.7%ETFMediumSt. Charles, IL2026-10-26
Greenwood Capital Associates LLC
49,470$3.6M0.4%CoreMediumGreenwood, SC2026-10-27
SilverOak Wealth Management LLC
41,470$3.1M0.4%ETFVery LowEdina, MN2026-10-29
Planning Strategies Inc.
40,486$3.0M1.8%ETFN/ALancaster, PA2026-10-02
Avestar Capital, LLC
40,428$3.0M0.2%GrowthLowNew York, NY2026-10-28
Concurrent Investment Advisors, LLC
40,031$2.9M0.0%GrowthMediumTampa, FL2026-10-16
Curry Webb Wealth Management LLC
39,874$3.1M1.3%ETFLowIndianapolis, IN2026-10-22
Fortitude Financial, LLC
39,052$2.9M1.3%ETFHighSpokane, WA2026-10-19
WealthPLAN Partners, LLC
38,618$2.8M0.5%CoreMediumOmaha, NE2026-10-15
Fifth Third Securities, Inc.
34,378$2.5M0.1%ETFLowCincinnati, OH2026-10-21
Wealth Enhancement Advisory Services, LLC
32,976$2.5M0.0%CoreLowPlymouth, MN2026-10-13
Daymark Wealth Partners, LLC
32,972$2.4M0.1%CoreLowCincinnati, OH2026-11-04
Choice Wealth Advisors LLC
31,426$2.3M0.8%ETFMediumWaterville, ME2026-10-16
Asset Allocation Strategies LLC
29,897$2.2M0.3%ETFMediumFarmington, MI2026-10-20
WBH Advisory Inc
28,643$2.1M0.1%ETFLowBaltimore, MD2026-11-05
Capital Advisors Wealth Management, LLC
20,814$1.5M0.2%ETFLowYakima, WA2026-10-09
Fermata Advisors, LLC
18,398$1.4M0.3%ETFLowSonoma, CA2026-10-13
Cordgrass Capital Advisors, LLC
17,398$1.3M0.5%CoreLowRaleigh, NC2026-10-30
MGO One Seven LLC
16,576$1.2M0.0%GrowthLowBeachwood, OH2026-10-28
Rockland Trust Co
14,592$1.1M0.0%CoreLowHanover, MA2026-10-05
United Advisor Group, LLC
13,348$982.2K0.1%ETFLowCincinnati, OH2026-11-03
Heritage Wealth Management, Inc.
11,219$825.5K0.2%CoreLowCincinnati, OH2026-10-28
Harbor Asset Planning, Inc.
10,008$736.4K0.6%ETFVery LowBelmont, MA2026-10-23
Freedom Financial Partners LLC
9,024$664.0K0.2%ETFLowOakdale, MN2026-10-19
Cornerstone Wealth Management, LLC
7,921$582.8K0.0%ETFVery LowSt. Peters, MO2026-11-04
Independence Asset Advisors, LLC
7,671$564.4K0.1%ETFVery LowWynnewood,, PA2026-10-23
Creative Planning
7,654$563.2K0.0%IndexVery LowOverland Park, KS2026-11-02
Avaii Wealth Management, LLC
6,873$516.1K0.1%ETFMediumAppleton, WI2026-10-09
Signal Advisors Wealth, LLC
6,126$450.8K0.0%ETFLowDetroit, MI2026-10-13
Vise Technologies, Inc.
6,124$450.6K0.0%IndexLowNew York, NY2026-10-29
Krilogy Financial LLC
5,863$436.9K0.0%GrowthLowSt. Louis, MO2026-10-13
Kestra Private Wealth Services, LLC
5,808$427.4K0.0%GrowthLowAustin, TX2026-10-30
Assetmark, Inc
5,805$427.1K0.0%ETFLowConcord, CA2026-10-21
HBW Advisory Services LLC
5,783$425.5K0.0%ETFMediumSimi Valley, CA2026-10-15
Dynamic Financial Group
5,719$420.8K0.3%ETFLowCedar Falls, IA2026-10-28
Breakwater Capital Group
5,293$389.5K0.0%ETFLowParamus, NJ2026-10-09
Sfam, LLC
5,220$384.1K0.3%ETFVery LowElmhurst, IL2026-11-03
Dynamic Advisor Solutions LLC
5,012$368.8K0.0%ETFLowPhoenix, AZ2026-10-13
Triad Wealth Partners, LLC
4,686$344.8K0.0%ETFMediumLawrence, KS2026-10-26
Private Trust Co NA
4,161$306.1K0.0%CoreLowCleveland, OH2026-10-20
Sowell Financial Services LLC
4,051$298.1K0.0%CoreLowNorth Little Rock, AR2026-10-23
Americana Partners, LLC
3,955$291.0K0.0%CoreMediumHouston, TX2026-10-28
Nestegg Advisors, Inc.
3,870$284.8K0.2%ETFLowHauppauge, NY2026-10-21
Simplicity Wealth,LLC
3,630$267.1K0.0%ETFLowSummit, NJ2026-10-23
Intrua Financial, LLC
3,593$264.4K0.0%ETFMediumHouston, TX2026-10-28
GC Wealth Management RIA, LLC
3,406$250.6K0.0%GrowthMediumCambridge, MA2026-11-02
Bluesphere Advisors LLC
3,135$230.6K0.1%ETFLowEast Norriton, PA2026-10-19
Liberty Atlantic Advisors LLC
3,083$226.9K0.1%ETFLowOlympia, WA2026-10-14
Riversedge Advisors, LLC
2,918$214.7K0.0%ETFMediumWilmington, DE2026-10-09
Stone House Investment Management, LLC
2,590$190.6K0.0%ETFMediumTunkhannock, PA2026-10-23
Glass Jacobson Investment Advisors llc
2,100$154.5K0.0%ETFLowOwings Mills, MD2026-10-26
Hazlett, Burt & Watson, Inc.
1,600$85.0K0.0%CoreVery LowWheeling, WV2026-11-04
Center for Financial Planning, Inc.
1,223$90.0K0.0%ETFLowSouthfied, MI2026-10-26
Triumph Capital Management
1,125$82.8K0.0%ETFMediumDenver, CO2026-10-14
IFP Advisors, Inc
936$68.9K0.0%GrowthLowTampa, FL2026-10-16
Godsey & Gibb, Inc
695$51.1K0.0%CoreLowRichmond, VA2026-10-14
Nova Financial LLC
645$47.5K0.0%N/AN/ATucson, AZ2026-11-04
Capital Investment Advisory Services, LLC
592$43.5K0.0%CoreMediumRaleigh, NC2026-10-30
Ashton Thomas Private Wealth, LLC
572$42.1K0.0%CoreMediumScottsdale, AZ2026-11-03
Golden State Wealth Management, LLC
543$40.0K0.0%ETFMediumSanta Ana, CA2026-11-02
Farther Finance Advisors, LLC
323$23.8K0.0%IndexLowSan Francisco, CA2026-10-08
SJS Investment Consulting Inc.
300$22.1K0.0%ETFVery LowSylvania, OH2026-10-26
Blue Trust, Inc.
242$17.8K0.0%ETFLowBrentwood, TN2026-10-15
Pinnacle Bancorp, Inc.
145$10.7K0.0%CoreVery LowBeatrice, NE2026-10-21
Buck Wealth Strategies, LLC
77$5.7K0.0%ValueMediumDenver, CO2026-10-28
Concord Wealth Partners
75$5.5K0.0%GrowthLowAbingdon, VA2026-11-02
Root Financial Partners, LLC
54$4.0K0.0%ETFMediumEncinitas, CA2026-10-21
CoreCap Advisors, LLC
47$3.5K0.0%ETFMediumSouthfield, MI2026-10-08
Cape Investment Advisory, Inc.
46$3.4K0.0%ETFLowMcdonough, GA2026-10-13
Abound Wealth Management
44$3.2K0.0%ETFVery LowFranklin, TN2026-10-26
Financial Management Professionals, Inc.
32$2.4K0.0%ETFMediumAustin, TX2026-10-23
Compass Financial Management LLC
28$2.1K0.0%CoreN/ATampa, FL2026-10-30