JPMORGAN MKT EXP ENH EQTY (JMEE) Institutional Shareholders
JPMORGAN MKT EXP ENH EQTY (JMEE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.17B in JMEE holdings during the latest filing period.
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 $727.83M, representing an estimated loss of -3.96% 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
188
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
41
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 | $727,829,458 | -$30,032,793 | -3.96% | |
| Fmr Llc | 0.01% | 3,088,420 | $240,989,404 | $229,778,448 | -$11,210,956 | -4.65% | |
| Lpl Financial Llc | 0.04% | 2,260,945 | $176,421,518 | $168,214,308 | -$8,207,210 | -4.65% | |
| Crestwood Advisors Group, Llc | 1.18% | 1,023,610 | $79,872,196 | $76,156,584 | -$3,715,612 | -4.65% | |
| Cwm, Llc | 0.18% | 1,053,780 | $70,360,884 | $78,401,232 | +$8,040,348 | +11.43% | |
| Cetera Investment Advisers | 0.05% | 702,324 | $54,802,311 | $52,252,906 | -$2,549,405 | -4.65% | |
| Syntegra Private Wealth Group, Llc | 3.83% | 633,091 | $49,400,093 | $47,101,970 | -$2,298,123 | -4.65% | |
| Jones Financial Companies Lllp | 0.02% | 618,478 | $47,820,837 | $46,014,763 | -$1,806,074 | -3.78% | |
| Bank Of New York Mellon Corp | 0.01% | 580,188 | $45,272,092 | $43,165,987 | -$2,106,105 | -4.65% | |
| Great Valley Advisor Group, Inc. | 0.70% | 571,576 | $44,599,812 | $42,525,254 | -$2,074,558 | -4.65% | |
| Osaic Holdings, Inc. | 0.04% | 463,387 | $36,165,100 | $34,475,993 | -$1,689,107 | -4.67% | |
| Raymond James Financial Inc | 0.01% | 455,639 | $35,553,497 | $33,899,542 | -$1,653,955 | -4.65% | |
| Wagner Wealth Management, Llc | 6.35% | 440,073 | $34,338,871 | $32,741,431 | -$1,597,440 | -4.65% | |
| Cgc Financial Services, Llc | 5.69% | 324,194 | $25,296,858 | $24,120,034 | -$1,176,824 | -4.65% | |
| Verus Capital Partners, Llc | 1.18% | 278,665 | $21,744,199 | $20,732,676 | -$1,011,523 | -4.65% | |
| Advisory Resource Group | 3.04% | 258,935 | $20,204,698 | $19,264,764 | -$939,934 | -4.65% | |
| Retirement Management Systems Inc. | 3.65% | 228,395 | $17,821,628 | $16,992,588 | -$829,040 | -4.65% | |
| Wealthplan Investment Management, Llc | 0.87% | 224,405 | $17,510,301 | $16,695,732 | -$814,569 | -4.65% | |
| B & T Capital Management Dba Alpha Capital Management | 2.14% | 209,506 | $16,347,754 | $15,587,246 | -$760,508 | -4.65% | |
| Commonwealth Equity Services, Llc | 0.02% | 191,937 | $14,976,855 | $14,280,113 | -$696,742 | -4.65% | |
| Royal Bank Of Canada | 0.00% | 190,278 | $14,847,000 | $14,156,683 | -$690,317 | -4.65% | |
| Bond & Devick Financial Network, Inc. | 3.51% | 182,754 | $14,260,295 | $13,596,898 | -$663,397 | -4.65% | |
| Kestra Advisory Services, Llc | 0.04% | 156,363 | $12,200,980 | $11,633,407 | -$567,573 | -4.65% | |
| Envestnet Asset Management Inc | 0.00% | 143,634 | $11,207,746 | $10,686,370 | -$521,376 | -4.65% | |
| Macco Financial Group, Inc. | 7.04% | 138,964 | $10,843,335 | $10,338,922 | -$504,413 | -4.65% | |
| Tradition Wealth Management, Llc | 0.64% | 134,663 | $10,507,744 | $10,018,927 | -$488,817 | -4.65% | |
| Stifel Financial Corp | 0.01% | 124,966 | $9,751,102 | $9,297,470 | -$453,632 | -4.65% | |
| Barnes Pettey Financial Advisors, Llc | 3.04% | 124,441 | $9,710,087 | $9,258,410 | -$451,677 | -4.65% | |
| Private Advisor Group, Llc | 0.04% | 123,055 | $9,601,952 | $9,155,292 | -$446,660 | -4.65% | |
| Scarborough Advisors, Llc | 1.07% | 121,721 | $9,307,622 | $9,056,042 | -$251,580 | -2.70% | |
| Creative Financial Designs Inc | 0.44% | 117,476 | $9,166,675 | $8,740,214 | -$426,461 | -4.65% | |
| Mml Investors Services, Llc | 0.02% | 117,247 | $9,148,805 | $8,723,177 | -$425,628 | -4.65% | |
| Integrated Wealth Concepts Llc | 0.06% | 110,138 | $8,594,045 | $8,194,267 | -$399,778 | -4.65% | |
| Concurrent Investment Advisors, Llc | 0.07% | 103,466 | $8,073,414 | $7,697,870 | -$375,544 | -4.65% | |
| Capital Developers, Llc | 6.72% | 111,827 | $7,466,689 | $8,319,929 | +$853,240 | +11.43% | |
| Commonwealth Financial Services, Llc | 1.00% | 95,365 | $7,441,331 | $7,095,156 | -$346,175 | -4.65% | |
| Legacy Private Trust Co. | 0.39% | 90,326 | $7,048,137 | $6,720,254 | -$327,883 | -4.65% | |
| Stewardship Advisors, Llc | 1.46% | 89,802 | $7,007,250 | $6,681,269 | -$325,981 | -4.65% | |
| Lakeridge Wealth Management Llc | 2.36% | 82,410 | $6,430,419 | $6,131,304 | -$299,115 | -4.65% | |
| Modern Wealth Management, Llc | 0.08% | 81,030 | $6,322,771 | $6,028,632 | -$294,139 | -4.65% | |
| Ashton Thomas Securities, Llc | 0.91% | 78,882 | $6,150,637 | $5,868,821 | -$281,816 | -4.58% | |
| Platform Technology Partners | 1.00% | 78,189 | $6,101,098 | $5,817,262 | -$283,836 | -4.65% | |
| Plan Group Financial, Llc | 1.25% | 77,375 | $6,037,571 | $5,756,700 | -$280,871 | -4.65% | |
| Kingsview Wealth Management, Llc | 0.07% | 72,790 | $5,679,804 | $5,415,576 | -$264,228 | -4.65% | |
| Allegheny Financial Group | 0.60% | 72,421 | $5,651,086 | $5,388,122 | -$262,964 | -4.65% | |
| Natixis Advisors, Llc | 0.01% | 64,586 | $5,039,000 | $4,805,198 | -$233,802 | -4.64% | |
| Destiny Wealth Partners, Llc | 0.68% | 62,829 | $4,793,819 | $4,674,478 | -$119,341 | -2.49% | |
| Flynn Zito Capital Management, Llc | 1.20% | 56,697 | $4,424,054 | $4,218,257 | -$205,797 | -4.65% | |
| Atlas Legacy Advisors, Llc | 0.63% | 54,691 | $4,267,539 | $4,069,010 | -$198,529 | -4.65% | |
| American Trust | 0.32% | 53,695 | $4,189,788 | $3,994,908 | -$194,880 | -4.65% |
Frequently asked questions about JMEE
Who owns the most JMEE stock?
The largest holders of JMEE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for JPMORGAN MKT EXP ENH EQTY (JMEE).
Is JMEE widely held by superinvestors?
Many widely followed stocks like JMEE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JMEE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.