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Abound Wealth Management’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Abound Wealth Management’s Portfolio JMEE Stock Details JMEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.43K Sell
44
-185
-81% -$13.6K ﹤0.01% 661
2026
Q1 		$15.3K Buy
+229
New +$15.6K ﹤0.01% 449

Other funds holding JMEE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Abound Wealth Management's JMEE Position: Q2 2026 in Review

Abound Wealth Management reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 81% in Q2 2026, selling an estimated $13.6K and leaving 44 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Abound Wealth Management first reported a position in JMEE in Q1 2026 and has held it in 2 quarters since. The position peaked at $15.3K in Q1 2026. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

  • Abound Wealth Management held 44 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $3.43K as of Q2 2026.
  • Abound Wealth Management sold 185 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $13.6K.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #661 holding.
  • Abound Wealth Management first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • Abound Wealth Management's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $15.3K in Q1 2026.
  • 195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.