13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
JMEE

JPMorgan Market Expansion Enh Eq - ETF

182 institutions still hold JPMorgan Market Expansion Enh Eq - ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46641q118·182 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 9.9%
vs prior quarter
13F value held
$1.5B
74.0% inst. owned
of float
Holders
182
+63 QoQ
filers reporting
Activity
+84 / −55
+900 added · −859 reduced
this quarter
Concentration
44.20%
JPMORGAN CHASE & CO #1
top holder share
AI Holders Summary · Q1 2026

182 institutions reported JMEE in Q1 2026. JPMORGAN CHASE & CO leads at 44.2% of the visible book. +63 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
JPMORGAN CHASE & CO
CIK 0000019617
$684M10.5M0.04%Q1 202602
FMR LLC
CIK 0000315066
$161M2.4M0.01%Q1 202603
LPL Financial LLC
CIK 0001403438
$142M2.1M0.04%Q1 202604
CWM, LLC
CIK 0001535847
$70M1.1M0.18%Q1 202605
Crestwood Advisors Group, LLC
CIK 0001426853
$67M1.0M1.13%Q1 202606
Cetera Investment Advisers
CIK 0001666741
$45M681K0.05%Q1 202607
Syntegra Private Wealth Group, LLC
CIK 0001964298
$41M617K3.91%Q1 202608
Bank of New York Mellon Corp
CIK 0001390777
$38M563K0.01%Q1 202609
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$37M555K0.67%Q1 202610
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$30M459K0.01%Q1 202611
Wagner Wealth Management, LLC
CIK 0001728657
$29M431K5.82%Q1 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$28M416K0.04%Q1 202613
Arkadios Wealth Advisors
CIK 0001800798
$27M408K0.44%Q1 202614
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$27M400K0.01%Q1 202615
Meridian Financial Partners LLC
CIK 0001763722
$23M338K8.72%Q1 202616
CGC Financial Services, LLC
CIK 0001992785
$23M340K6.55%Q1 202617
SHP Wealth Management
CIK 0001807060
$22M322K1.62%Q1 202618
Independent Advisor Alliance
CIK 0001696899
$19M283K0.20%Q1 202619
VERUS CAPITAL PARTNERS, LLC
CIK 0001796874
$18M273K1.24%Q1 202620
Advisory Resource Group
CIK 0001764968
$17M258K2.97%Q1 2026
Page 1 of 10
162 more holders available. Log in →