JPMORGAN MKT EXP ENH EQTY (JMEE) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $1.17B in JMEE holdings during the latest filing period.
Fmr Llc is currently the largest disclosed institutional shareholder of JMEE tracked by InsiderSet, reporting ownership valued at approximately $160.62M in its March 31, 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 $181.41M, representing an estimated gain of +12.94% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed JMEE value among the investors covered in this analysis. Major shareholders include Fmr Llc, Lpl Financial Llc, Cwm, 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
170
Total Reported Value
$1.17B
Largest Holder
Fmr Llc
Largest Position
$160.62M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
167
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fmr Llc | 0.01% | 2,405,634 | $160,624,235 | $181,408,860 | +$20,784,625 | +12.94% | |
| Lpl Financial Llc | 0.04% | 2,132,205 | $142,367,298 | $160,789,579 | +$18,422,281 | +12.94% | |
| Cwm, Llc | 0.18% | 1,053,780 | $70,360,884 | $79,465,550 | +$9,104,666 | +12.94% | |
| Crestwood Advisors Group, Llc | 1.13% | 1,003,350 | $66,993,666 | $75,662,624 | +$8,668,958 | +12.94% | |
| Cetera Investment Advisers | 0.05% | 680,755 | $45,453,996 | $51,335,735 | +$5,881,739 | +12.94% | |
| Syntegra Private Wealth Group, Llc | 3.91% | 617,077 | $41,202,233 | $46,533,777 | +$5,331,544 | +12.94% | |
| Bank Of New York Mellon Corp | 0.01% | 562,789 | $37,577,436 | $42,439,918 | +$4,862,482 | +12.94% | |
| Great Valley Advisor Group, Inc. | 0.67% | 555,081 | $37,062,410 | $41,858,658 | +$4,796,248 | +12.94% | |
| Jones Financial Companies Lllp | 0.01% | 459,413 | $30,086,924 | $34,644,334 | +$4,557,410 | +15.15% | |
| Wagner Wealth Management, Llc | 5.82% | 431,428 | $28,806,446 | $32,533,985 | +$3,727,539 | +12.94% | |
| Osaic Holdings, Inc. | 0.04% | 416,078 | $27,787,942 | $31,376,442 | +$3,588,500 | +12.91% | |
| Arkadios Wealth Advisors | 0.45% | 407,600 | $27,215,473 | $30,737,116 | +$3,521,643 | +12.94% | |
| Raymond James Financial Inc | 0.01% | 399,611 | $26,682,025 | $30,134,666 | +$3,452,641 | +12.94% | |
| Meridian Financial Partners Llc | 8.72% | 337,943 | $22,942,950 | $25,484,282 | +$2,541,332 | +11.08% | |
| Cgc Financial Services, Llc | 6.55% | 339,541 | $22,671,153 | $25,604,787 | +$2,933,634 | +12.94% | |
| Shp Wealth Management | 1.62% | 322,252 | $21,516,992 | $24,301,023 | +$2,784,031 | +12.94% | |
| Independent Advisor Alliance | 0.20% | 283,108 | $18,903,156 | $21,349,174 | +$2,446,018 | +12.94% | |
| Advisory Resource Group | 2.97% | 258,399 | $17,253,301 | $19,485,869 | +$2,232,568 | +12.94% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 257,582 | $17,198,748 | $19,424,259 | +$2,225,511 | +12.94% | |
| Retirement Management Systems Inc. | 3.46% | 215,235 | $14,371,256 | $16,230,871 | +$1,859,615 | +12.94% | |
| B & T Capital Management Dba Alpha Capital Management | 2.03% | 209,699 | $14,001,603 | $15,813,402 | +$1,811,799 | +12.94% | |
| Wealthplan Investment Management, Llc | 0.73% | 197,056 | $13,157,411 | $14,859,993 | +$1,702,582 | +12.94% | |
| Royal Bank Of Canada | 0.00% | 184,225 | $12,300,000 | $13,892,407 | +$1,592,407 | +12.95% | |
| Bond & Devick Financial Network, Inc. | 3.27% | 175,432 | $11,713,595 | $13,229,327 | +$1,515,732 | +12.94% | |
| Commonwealth Equity Services, Llc | 0.02% | 174,978 | $11,683,258 | $13,195,091 | +$1,511,833 | +12.94% | |
| Envestnet Asset Management Inc | 0.00% | 139,486 | $9,313,475 | $10,518,639 | +$1,205,164 | +12.94% | |
| Tradition Wealth Management, Llc | 0.61% | 127,984 | $8,545,498 | $9,651,273 | +$1,105,775 | +12.94% | |
| Capital Developers, Llc | 6.72% | 111,827 | $7,466,689 | $8,432,874 | +$966,185 | +12.94% | |
| Private Advisor Group, Llc | 0.03% | 107,480 | $7,176,455 | $8,105,067 | +$928,612 | +12.94% | |
| Macco Financial Group, Inc. | 5.40% | 106,864 | $7,135,287 | $8,058,614 | +$923,327 | +12.94% | |
| Stifel Financial Corp | 0.01% | 105,757 | $7,061,392 | $7,975,135 | +$913,743 | +12.94% | |
| Kestra Advisory Services, Llc | 0.03% | 101,580 | $6,782,477 | $7,660,148 | +$877,671 | +12.94% | |
| Scarborough Advisors, Llc | 0.73% | 100,019 | $6,678,263 | $7,542,433 | +$864,170 | +12.94% | |
| Creative Financial Designs Inc | 0.40% | 98,791 | $6,596,264 | $7,449,829 | +$853,565 | +12.94% | |
| Legacy Private Trust Co. | 0.38% | 93,277 | $6,228,105 | $7,034,019 | +$805,914 | +12.94% | |
| Concurrent Investment Advisors, Llc | 0.07% | 92,998 | $6,209,474 | $7,012,979 | +$803,505 | +12.94% | |
| Mml Investors Services, Llc | 0.02% | 91,655 | $6,119,779 | $6,911,704 | +$791,925 | +12.94% | |
| Stewardship Advisors, Llc | 1.37% | 89,363 | $5,966,768 | $6,738,864 | +$772,096 | +12.94% | |
| Flynn Zito Capital Management, Llc | 1.84% | 86,249 | $5,758,841 | $6,504,037 | +$745,196 | +12.94% | |
| Lakeridge Wealth Management Llc | 2.35% | 81,690 | $5,454,422 | $6,160,243 | +$705,821 | +12.94% | |
| Destiny Wealth Partners, Llc | 0.48% | 66,088 | $4,412,666 | $4,983,696 | +$571,030 | +12.94% | |
| Plan Group Financial, Llc | 0.95% | 60,830 | $4,061,619 | $4,587,190 | +$525,571 | +12.94% | |
| Modern Wealth Management, Llc | 0.07% | 58,236 | $3,916,371 | $4,391,577 | +$475,206 | +12.13% | |
| American Trust | 0.34% | 57,600 | $3,845,941 | $4,343,616 | +$497,675 | +12.94% | |
| Barnes Pettey Financial Advisors, Llc | 1.65% | 56,765 | $3,790,161 | $4,280,649 | +$490,488 | +12.94% | |
| Schwallier Wealth Management Llc | 2.73% | 56,020 | $3,740,442 | $4,224,468 | +$484,026 | +12.94% | |
| Platform Technology Partners | 0.70% | 54,707 | $3,652,786 | $4,125,455 | +$472,669 | +12.94% | |
| Ashton Thomas Securities, Llc | 0.45% | 53,881 | $3,597,634 | $4,063,166 | +$465,532 | +12.94% | |
| Atlas Legacy Advisors, Llc | 0.65% | 52,887 | $3,531,265 | $3,988,209 | +$456,944 | +12.94% | |
| Baird Financial Group, Inc. | 0.01% | 49,410 | $3,299,106 | $3,726,008 | +$426,902 | +12.94% |
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.