JMEE Institutional Ownership & Shareholders
JPMORGAN MKT EXP ENH EQTY (JMEE) is currently held by 190 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.17B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Jpmorgan Chase & Co is currently the largest disclosed institutional shareholder of JMEE tracked by InsiderSet, reporting ownership valued at approximately $757.86M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $731.84M, representing an estimated loss of -3.43% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed JMEE value among the investors covered in this analysis. Major shareholders include Jpmorgan Chase & Co, Fmr Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in JPMORGAN MKT EXP ENH EQTY (JMEE).
This page ranks the largest institutional JMEE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
190
Total Reported Value
$2.17B
Largest Holder
Jpmorgan Chase & Co
Largest Position
$757.86M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
42
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 0.04% | 9,782,654 | $757,862,251 | $731,840,346 | -$26,021,905 | -3.43% | |
| Fmr Llc | 0.01% | 3,088,420 | $240,989,404 | $231,044,700 | -$9,944,704 | -4.13% | |
| Lpl Financial Llc | 0.04% | 2,260,945 | $176,421,518 | $169,141,295 | -$7,280,223 | -4.13% | |
| Crestwood Advisors Group, Llc | 1.12% | 1,029,917 | $75,781,390 | $77,048,091 | +$1,266,701 | +1.67% | |
| Cwm, Llc | 0.18% | 1,053,780 | $70,360,884 | $78,833,282 | +$8,472,398 | +12.04% | |
| Cetera Investment Advisers | 0.05% | 702,324 | $54,802,311 | $52,540,858 | -$2,261,453 | -4.13% | |
| Jones Financial Companies Lllp | 0.02% | 618,478 | $47,820,837 | $46,268,339 | -$1,552,498 | -3.25% | |
| Syntegra Private Wealth Group, Llc | 3.63% | 641,438 | $47,196,991 | $47,985,977 | +$788,986 | +1.67% | |
| Bank Of New York Mellon Corp | 0.01% | 580,188 | $45,272,092 | $43,403,864 | -$1,868,228 | -4.13% | |
| Great Valley Advisor Group, Inc. | 0.70% | 571,576 | $44,599,812 | $42,759,601 | -$1,840,211 | -4.13% | |
| Osaic Holdings, Inc. | 0.04% | 463,387 | $36,165,100 | $34,665,981 | -$1,499,119 | -4.15% | |
| Raymond James Financial Inc | 0.01% | 455,639 | $35,553,497 | $34,086,354 | -$1,467,143 | -4.13% | |
| Wagner Wealth Management, Llc | 5.70% | 443,738 | $32,650,264 | $33,196,040 | +$545,776 | +1.67% | |
| Meridian Financial Partners Llc | 8.68% | 358,457 | $26,568,864 | $26,816,168 | +$247,304 | +0.93% | |
| Cgc Financial Services, Llc | 5.37% | 329,108 | $24,215,767 | $24,620,569 | +$404,802 | +1.67% | |
| Verus Capital Partners, Llc | 1.18% | 278,665 | $21,744,199 | $20,846,929 | -$897,270 | -4.13% | |
| Retirement Management Systems Inc. | 3.65% | 228,395 | $17,821,628 | $17,086,230 | -$735,398 | -4.13% | |
| Wealthplan Investment Management, Llc | 0.86% | 241,121 | $17,741,663 | $18,038,262 | +$296,599 | +1.67% | |
| Advisory Resource Group | 2.53% | 238,921 | $17,579,795 | $17,873,680 | +$293,885 | +1.67% | |
| B & T Capital Management Dba Alpha Capital Management | 2.14% | 209,506 | $16,347,754 | $15,673,144 | -$674,610 | -4.13% | |
| Royal Bank Of Canada | 0.00% | 190,278 | $14,847,000 | $14,234,697 | -$612,303 | -4.12% | |
| Commonwealth Equity Services, Llc | 0.02% | 200,698 | $14,767,356 | $15,014,217 | +$246,861 | +1.67% | |
| Bond & Devick Financial Network, Inc. | 3.24% | 182,713 | $13,444,023 | $13,668,760 | +$224,737 | +1.67% | |
| Kestra Advisory Services, Llc | 0.03% | 161,563 | $11,887,837 | $12,086,528 | +$198,691 | +1.67% | |
| Envestnet Asset Management Inc | 0.00% | 143,634 | $11,207,746 | $10,745,260 | -$462,486 | -4.13% | |
| Macco Financial Group, Inc. | 7.04% | 138,964 | $10,843,335 | $10,395,897 | -$447,438 | -4.13% | |
| Tradition Wealth Management, Llc | 0.64% | 134,663 | $10,507,744 | $10,074,139 | -$433,605 | -4.13% | |
| Stifel Financial Corp | 0.01% | 124,966 | $9,751,102 | $9,348,706 | -$402,396 | -4.13% | |
| Barnes Pettey Financial Advisors, Llc | 3.04% | 124,441 | $9,710,087 | $9,309,431 | -$400,656 | -4.13% | |
| Private Advisor Group, Llc | 0.04% | 123,055 | $9,601,952 | $9,205,745 | -$396,207 | -4.13% | |
| Creative Financial Designs Inc | 0.44% | 117,476 | $9,166,675 | $8,788,380 | -$378,295 | -4.13% | |
| Mml Investors Services, Llc | 0.02% | 117,247 | $9,148,805 | $8,771,248 | -$377,557 | -4.13% | |
| Integrated Wealth Concepts Llc | 0.06% | 110,138 | $8,594,045 | $8,239,424 | -$354,621 | -4.13% | |
| Capital Developers, Llc | 6.72% | 111,827 | $7,466,689 | $8,365,778 | +$899,089 | +12.04% | |
| Plan Group Financial, Llc | 1.33% | 91,113 | $6,761,486 | $6,816,164 | +$54,678 | +0.81% | |
| Legacy Private Trust Co. | 0.37% | 90,444 | $6,654,869 | $6,766,116 | +$111,247 | +1.67% | |
| Stewardship Advisors, Llc | 1.38% | 89,846 | $6,610,869 | $6,721,379 | +$110,510 | +1.67% | |
| Commonwealth Financial Services, Llc | 1.16% | 88,358 | $6,501,382 | $6,610,062 | +$108,680 | +1.67% | |
| Ashton Thomas Securities, Llc | 0.68% | 87,987 | $6,461,354 | $6,582,307 | +$120,953 | +1.87% | |
| Lakeridge Wealth Management Llc | 2.36% | 82,410 | $6,430,419 | $6,165,092 | -$265,327 | -4.13% | |
| Modern Wealth Management, Llc | 0.08% | 81,030 | $6,322,771 | $6,061,854 | -$260,917 | -4.13% | |
| Platform Technology Partners | 0.95% | 81,812 | $6,019,701 | $6,120,356 | +$100,655 | +1.67% | |
| Kingsview Wealth Management, Llc | 0.07% | 72,790 | $5,679,804 | $5,445,420 | -$234,384 | -4.13% | |
| Allegheny Financial Group | 0.60% | 72,421 | $5,651,086 | $5,417,815 | -$233,271 | -4.13% | |
| Natixis Advisors, Llc | 0.01% | 64,586 | $5,039,000 | $4,831,679 | -$207,321 | -4.11% | |
| Destiny Wealth Partners, Llc | 0.68% | 62,829 | $4,793,819 | $4,700,237 | -$93,582 | -1.95% | |
| Flynn Zito Capital Management, Llc | 1.20% | 56,697 | $4,424,054 | $4,241,503 | -$182,551 | -4.13% | |
| Atlas Legacy Advisors, Llc | 0.63% | 54,691 | $4,267,539 | $4,091,434 | -$176,105 | -4.13% | |
| American Trust | 0.32% | 53,695 | $4,189,788 | $4,016,923 | -$172,865 | -4.13% | |
| Integrity Wealth Advisors, Inc. | 2.10% | 55,084 | $4,053,093 | $4,120,834 | +$67,741 | +1.67% |
Frequently asked questions about JMEE
Who are the largest institutional holders of JMEE?
The largest institutional holders of JMEE reported in the latest SEC Form 13F filings include Jpmorgan Chase & Co, Fmr Llc, Lpl Financial Llc, Crestwood Advisors Group, Llc, and Cwm, Llc. InsiderSet ranks institutional holders by their latest reported JMEE position.
What is JMEE institutional ownership?
This page tracks JMEE positions reported by institutional investment managers through SEC Form 13F. JPMORGAN MKT EXP ENH EQTY (JMEE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JMEE?
InsiderSet currently tracks 190 institutional managers reporting JMEE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JMEE shareholders.
How much JMEE stock do institutions own?
Institutional investment managers disclosed approximately $2.17B in JMEE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JMEE institutional ownership last updated?
The latest JMEE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JMEE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JMEE position after the reporting date.
Are institutions buying or selling JMEE?
Institutional buying and selling can be analyzed by comparing JMEE positions across consecutive 13F reporting periods. InsiderSet's JMEE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JMEE ownership changes.
How has JMEE institutional ownership changed over time?
InsiderSet tracks JMEE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.