JMEE

JPM Sma & Mid Cap En Eq Et-u

+$287.0M

Net Activity

Institutions Holding

174

Popularity Rank

#3228

Avg Weight

0.49%

Total Value

$1.9B

Ownership Trend

174 institutions currently hold JMEE, with 102 net buyers and 61 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

61

Net Buying Institutions

102

Key Holders

Key Holders

Top 5 by Value

JC
Jpmorgan Chase & Co
$684.1M
FL
FMR LLC
$160.6M
LF
LPL Financial LLC
$142.4M
CL
Cwm, LLC
$70.4M
CA
Crestwood Advisors Group, LLC
$67.0M

Top 5 by Conviction

MF
Meridian Financial Partners LLC
8.72%
CD
Capital Developers, LLC
6.72%
CF
CGC Financial Services, LLC
6.55%
WW
Wagner Wealth Management, LLC
5.82%
MF
Macco Financial Group, Inc.
5.40%
View all 174 holding institutions

Quarterly Activity

Recent Activity

+$1.7B

Total Buy Value

$217.2M

Total Sell Value

New buy16
Trim50
Add86
Sold out11

102

Net Buyers

61

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding JPM SMA & MID CAP EN EQ ET-U (JMEE)?
Major stakeholders currently include Jpmorgan Chase & Co ($684.1M), FMR LLC ($160.6M), LPL Financial LLC ($142.4M). Based on the latest 13F filings, there are a total of 174 tracked investment funds and institutions maintaining positions in JMEE.
What is the overall institutional sentiment toward JMEE recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $287.0M, driven by 102 managers accumulating shares while 61 reduced their exposure.
Which institutions have been selling or reducing their JMEE positions?
In the latest period, 50 funds trimmed their holdings, and 11 managers completely exited their positions. The aggregate reported sell value was $217.2M.
Are there any notable investors adding JMEE to their portfolios?
Yes, buying activity remains notable. 16 institutions opened new positions in {ticker}, and 86 existing holders added to their shares. The total reported buy value for the quarter amounted to $1.7B.

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