Advisory Resource Group’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Advisory Resource Group’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	$20.2M	Buy	258,935 +536	+0.2%	+$39.3K	3.04%	7
2026 Q1	$17.3M	Buy	258,399 +13,586	+6%	+$925K	2.97%	8
2025 Q4	$15.8M	Buy	244,813 +1,399	+0.6%	+$89.5K	2.77%	8
2025 Q3	$15.4M	Sell	243,414 -43,269	-15%	-$2.67M	2.77%	8
2025 Q2	$17M	Buy	286,683 +50,645	+21%	+$2.83M	3.26%	6
2025 Q1	$13.2M	Sell	236,038 -18,564	-7%	-$1.11M	2.69%	7
2024 Q4	$15.4M	Buy	254,602 +9,285	+4%	+$582K	3.27%	5
2024 Q3	$15M	Buy	+245,317	New	+$14.4M	3.19%	5

Other funds holding JMEE

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Fortitude Financial Spokane, Washington $111M AUM 16.12% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return