JPMORGAN MKT EXP ENH EQTY (JMEE) Institutional Ownership Changes & 13F Activity

JPMORGAN MKT EXP ENH EQTY (JMEE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jones Financial Companies Lllp, Integrated Wealth Concepts Llc, Raymond James Financial Inc, Schwallier Wealth Management Llc, and Osaic Holdings, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+4,148+3.0%143,634$11.21MQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+110,138—110,138$8.59MQ2 2026Sep 09, 2026
West Michigan Advisors, LlcBuy+1,362+5.8%24,689$1.93MQ2 2026Aug 21, 2026
Kingsview Wealth Management, LlcBuy+25,603+54.3%72,790$5.68MQ2 2026Aug 19, 2026
Mercer Global Advisors IncBuy+5,308—5,308$414.21KQ2 2026Aug 19, 2026
Ruggaard & Associates LlcBuy+26,476—26,476$2.07MQ2 2026Aug 17, 2026
Asset Allocation Strategies LlcBuy+1,083+3.9%29,154$2.27MQ2 2026Aug 17, 2026
Jones Financial Companies LllpBuy+159,065+34.6%618,478$47.82MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+56,028+14.0%455,639$35.55MQ2 2026Aug 14, 2026
Schwallier Wealth Management LlcSell-48,075-85.8%7,945$619.98KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+47,309+11.4%463,387$36.17MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+41,917—41,917$3.27MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+40,086—40,086$3.13MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+40,052—40,052$3.13MQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+38,724+149.7%64,586$5.04MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-30,039-90.8%3,038$237.06KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+27,968+27153.4%28,071$2.19MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+22,794+39.1%81,030$6.32MQ2 2026Aug 14, 2026
Two Sigma Investments, LpBuy+8,500—8,500$663.25KQ2 2026Aug 14, 2026
Cozad Asset Management IncBuy+7,094—7,094$553.55KQ2 2026Aug 14, 2026
American Trust Investment Advisors, LlcBuy+6,640—6,640$518.12KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+6,053+3.3%190,278$14.85MQ2 2026Aug 14, 2026
American TrustSell-3,905-6.8%53,695$4.19MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+1,007—1,007$78.56KQ2 2026Aug 14, 2026
&PartnersSell-797-12.2%5,722$444.15KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+593+361.6%757$59.04KQ2 2026Aug 14, 2026
Pinnacle Financial Partners, Inc.Buy+440+1.0%45,519$3.55MQ2 2026Aug 14, 2026
Sequent Planning LlcBuy+439+7.8%6,095$475.63KQ2 2026Aug 14, 2026
Mai Capital ManagementSell-150-3.7%3,942$307.61KQ2 2026Aug 14, 2026
Western Wealth Management, LlcSell-148-1.3%11,374$887.51KQ2 2026Aug 14, 2026
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Frequently asked questions about JMEE activity

  • Which institutional owners are buying JMEE?

    Institutional owners buying JMEE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in JMEE activity?

    "Buy" means an investor increased their reported position in JMEE compared to the prior reporting period. This reflects growing exposure to JPMORGAN MKT EXP ENH EQTY (JMEE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in JMEE increasing?

    Institutional interest in JMEE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.