Action Point Financial Planning’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Action Point Financial Planning’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	$80.9K	Buy	+1,038	New	+$76.1K	0.01%	671

Other funds holding JMEE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Action Point Financial Planning's JMEE Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q2 2026: 1,038 shares worth $80.9K. The stake represents 0.01% of the portfolio and ranks #671 among its holdings.

195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Action Point Financial Planning held 1,038 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $80.9K as of Q2 2026.
JPMorgan Small & Mid Cap Enhanced Equity ETF was a new Action Point Financial Planning position in Q2 2026.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #671 holding.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.