JMEE — JPMORGAN SMALL & MID CAP ENHAN
As of Q2 2026, 10 SEC-registered investment managers reported holding JMEE (JPMORGAN SMALL & MID CAP ENHAN) in their latest 13F filings, with a combined reported value of $1.05B across 13.57M shares. That is +347.0% by share count (+10.53M shares) versus the previous quarter, while reported value moved +419.7%. Ownership is concentrated: the five largest holders account for 99.8% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 3 opened new positions, 5 added to existing stakes, 2 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 9.78M | $757.86M | 0.09% | New |
| Fidelity Management & Research (FMR) history | 3.09M | $240.99M | 0.01% | Add |
| BNY Mellon history | 580.19K | $45.27M | 0.01% | Add |
| UBS Group AG history | 46.41K | $3.62M | 0.00% | Reduce |
| Goldman Sachs Group history | 41.92K | $3.27M | 0.00% | New |
| Two Sigma Investments history | 8.50K | $663.25K | 0.00% | New |
| Morgan Stanley history | 8.17K | $637.27K | 0.00% | Add |
| PNC Financial Services history | 4.52K | $352.46K | 0.00% | Add |
| BlackRock Inc history | 3.69K | $287.70K | 0.00% | Reduce |
| Wells Fargo & Co history | 757 | $59.04K | 0.00% | Add |
Q1 2026 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 2.41M | $160.62M | 0.01% | Add |
| BNY Mellon history | 562.79K | $37.58M | 0.01% | Add |
| UBS Group AG history | 49.12K | $3.28M | 0.00% | Add |
| Bank of America Corp history | 7.30K | $487.49K | 0.00% | Reduce |
| BlackRock Inc history | 4.69K | $313.29K | 0.00% | New |
| Morgan Stanley history | 2.91K | $194.10K | 0.00% | Add |
| PNC Financial Services history | 2.09K | $139.68K | 0.00% | Reduce |
| Wells Fargo & Co history | 164 | $10.93K | 0.00% | Reduce |
Q4 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 10.52M | $676.98M | 0.09% | Hold |
| BNY Mellon history | 367.10K | $23.63M | 0.00% | Add |
| UBS Group AG history | 47.12K | $3.03M | 0.00% | Reduce |
| Bank of America Corp history | 7.87K | $506.93K | 0.00% | New |
| Morgan Stanley history | 2.87K | $184.77K | 0.00% | Reduce |
| PNC Financial Services history | 2.42K | $156.06K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 768 | $49.46K | 0.00% | Add |
| Wells Fargo & Co history | 201 | $12.92K | 0.00% | New |
Q3 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 10.54M | $668.30M | 0.09% | Hold |
| BNY Mellon history | 359.71K | $22.82M | 0.00% | New |
| UBS Group AG history | 48.08K | $3.05M | 0.00% | Reduce |
| Citadel Advisors history | 8.05K | $510.68K | 0.00% | Reduce |
| Morgan Stanley history | 3.38K | $214.35K | 0.00% | Reduce |
| PNC Financial Services history | 2.34K | $148.43K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 447 | $28.36K | 0.00% | Add |
Q2 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 10.51M | $622.45M | 0.09% | Hold |
| Citadel Advisors history | 69.10K | $4.09M | 0.00% | Add |
| UBS Group AG history | 50.26K | $2.98M | 0.00% | Reduce |
| Goldman Sachs Group history | 3.99K | $236.19K | 0.00% | New |
| Morgan Stanley history | 3.84K | $227.50K | 0.00% | Add |
| D. E. Shaw & Co history | 3.49K | $206.58K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 303 | $17.94K | 0.00% | Add |
Q1 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 10.50M | $587.90M | 0.09% | Reduce |
| UBS Group AG history | 61.38K | $3.44M | 0.00% | Reduce |
| Citadel Advisors history | 61.02K | $3.42M | 0.00% | New |
| D. E. Shaw & Co history | 9.10K | $509.64K | 0.00% | Hold |
| Morgan Stanley history | 2.50K | $140.13K | 0.00% | Hold |
| PNC Financial Services history | 220 | $12.32K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 43 | $2.41K | 0.00% | Hold |
New Positions (Q2 2026)
- JPMorgan Chase & Co 9.78M sh · $757.86M
- Goldman Sachs Group 41.92K sh · $3.27M
- Two Sigma Investments 8.50K sh · $663.25K
Fully Exited (vs previous quarter)
- Bank of America Corp sold 7.30K sh · $487.49K
Fund Position History — shares by quarter (top 15 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMorgan Chase & Co | 9.78M | — | 10.52M | 10.54M | 10.51M | 10.50M | 10.62M | 10.70M | 10.68M | 10.97M | 12.09M | 12.18M | 12.21M | 12.21M | 12.21M | 12.65M | 13.22M |
| Fidelity Management & Research (FMR) | 3.09M | 2.41M | 768 | 447 | 303 | 43 | 43 | 43 | 43 | 43 | 108 | 43 | 43 | 49 | 49 | 49 | 74 |
| BNY Mellon | 580.19K | 562.79K | 367.10K | 359.71K | — | — | — | — | — | — | — | — | — | — | — | — | — |
| UBS Group AG | 46.41K | 49.12K | 47.12K | 48.08K | 50.26K | 61.38K | 75.35K | 65.51K | 5.64K | 2.59K | 13.53K | 4.34K | 2.69K | 4.20K | 5.71K | 7.37K | 9.22K |
| Goldman Sachs Group | 41.92K | — | — | — | 3.99K | — | — | — | — | — | — | — | — | — | — | — | — |
| Two Sigma Investments | 8.50K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Morgan Stanley | 8.17K | 2.91K | 2.87K | 3.38K | 3.84K | 2.50K | 2.50K | 2.50K | 2.50K | 15.09K | 3.59K | 4.24K | 4.24K | 4.33K | 4.73K | 5.23K | 8.95K |
| PNC Financial Services | 4.52K | 2.09K | 2.42K | 2.34K | — | 220 | — | — | — | — | — | — | — | — | 1.82K | — | — |
| BlackRock Inc | 3.69K | 4.69K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Wells Fargo & Co | 757 | 164 | 201 | — | — | — | — | — | — | — | 1 | 1.23K | 2.99K | 1.95K | 3.77K | 3.19K | 5.11K |
| Citadel Advisors | — | — | — | 8.05K | 69.10K | 61.02K | — | — | — | 85.19K | — | — | — | 5.02K | 15.59K | 50.44K | 48.26K |
| Bank of America Corp | — | 7.30K | 7.87K | — | — | — | — | 239 | 518 | 2.11K | 2.70K | 5.26K | 5.10K | 5.35K | 5.10K | 5.12K | 10.00K |
| Citigroup Inc | — | — | — | — | — | — | 125.00K | — | — | — | — | — | — | — | — | — | — |
| D. E. Shaw & Co | — | — | — | — | 3.49K | 9.10K | 9.10K | 9.44K | 8.98K | — | — | — | — | — | — | — | — |
| Franklin Resources | — | — | — | — | — | — | — | — | — | — | — | — | — | 115 | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details