Funds holding JPMorgan Small & Mid Cap Enhanced Equity ETF
ISIN US46641Q1186 · United States · LEI 5493001E1K1DVWDV2464
- Fund holders
- 3
- Of which ETFs
- 3 0 other funds
- Value held
- 37.6M $
This issuer has other securities : J.P. MORGAN EXCHANGE-TRADED FUND TRUST (US46654Q7401), JPMorgan Active Growth ETF (US46654Q6098), J.P. MORGAN EXCHANGE-TRADED FUND TRUST (US46641Q1673), J.P. MORGAN EXCHANGE-TRADED FUND TRUST (US46641Q3992), JPMorgan International Research Enhanced Equity ETF (US46641Q1343), J P Morgan Exchange Traded Fund Trust (US46654Q5751), JPMorgan Income ETF (US46641Q1590), J P Morgan Exchange Traded Fund Trust (US46654Q7161), J P Morgan Exchange Traded Fund Trust (US46641Q2333), J P Morgan Exchange Traded Fund Trust (US46654Q7245)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| JNL Growth ETF Allocation Fund JNL Series Trust | 313,789 | 21M $ | 5.15 % | as of Mar 31, 2026 ↗ |
| JNL Moderate Growth ETF Allocation Fund JNL Series Trust | 162,405 | 10.8M $ | 3.06 % | as of Mar 31, 2026 ↗ |
| JNL Moderate ETF Allocation Fund JNL Series Trust | 86,769 | 5.8M $ | 2.53 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| JNL Growth ETF Allocation Fund JNL Series Trust | 5.15 % | as of Mar 31, 2026 ↗ |
| JNL Moderate Growth ETF Allocation Fund JNL Series Trust | 3.06 % | as of Mar 31, 2026 ↗ |
| JNL Moderate ETF Allocation Fund JNL Series Trust | 2.53 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 3 | 0 | 562,963 | +53.3 % |
| 2026Q1 | 3 | 0 | 367,234 | +2.1 % |
| 2025Q4 | 3 | 359,662 |
Institutional managers
175 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| JPMORGAN CHASE & CO | 10,519,966 | 684.1M $ | as of Mar 31, 2026 |
| FMR LLC | 2,405,634 | 160.6M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 2,132,205 | 142.4M $ | as of Mar 31, 2026 |
| CWM, LLC | 1,053,780 | 70.4M $ | as of Mar 31, 2026 |
| Crestwood Advisors Group, LLC | 1,003,350 | 67M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 680,755 | 45.5M $ | as of Mar 31, 2026 |
| Syntegra Private Wealth Group, LLC | 617,077 | 41.2M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 562,789 | 37.6M $ | as of Mar 31, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | 555,081 | 37.1M $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 459,413 | 30.1M $ | as of Mar 31, 2026 |
| Wagner Wealth Management, LLC | 431,428 | 28.8M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 416,078 | 27.8M $ | as of Mar 31, 2026 |
| Arkadios Wealth Advisors | 407,600 | 27.2M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 399,611 | 26.7M $ | as of Mar 31, 2026 |
| CGC Financial Services, LLC | 339,541 | 22.7M $ | as of Mar 31, 2026 |
| Meridian Financial Partners LLC | 337,943 | 22.9M $ | as of Mar 31, 2026 |
| SHP Wealth Management | 322,252 | 21.5M $ | as of Mar 31, 2026 |
| Independent Advisor Alliance | 283,108 | 18.9M $ | as of Mar 31, 2026 |
| VERUS CAPITAL PARTNERS, LLC | 272,585 | 18.2M $ | as of Mar 31, 2026 |
| Advisory Resource Group | 258,399 | 17.3M $ | as of Mar 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 257,582 | 17.2M $ | as of Mar 31, 2026 |
| Retirement Management Systems Inc. | 215,235 | 14.4M $ | as of Mar 31, 2026 |
| B & T Capital Management DBA Alpha Capital Management | 209,699 | 14M $ | as of Mar 31, 2026 |
| WealthPlan Investment Management, LLC | 197,056 | 13.2M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 184,225 | 12.3M $ | as of Mar 31, 2026 |
Declared shareholders of JPMorgan Small & Mid Cap Enhanced Equity ETF
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| FMR LLC and 1 other | 6.70 % | 2,405,635 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding JPMorgan Small & Mid Cap Enhanced Equity ETF". https://titelia.com/en/stocks/jpmorgan-small-mid-cap-enhanced-equity-etf-US46641Q1186