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Advisory Services Network’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Advisory Services Network’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
Q1 		$396K Buy
5,929
+712
+14% +$48.5K 0.01% 1416
2025
Q4 		$336K Sell
5,217
-292
-5% -$18.7K ﹤0.01% 1414
2025
Q3 		$349K Buy
5,509
+589
+12% +$36.4K 0.01% 1380
2025
Q2 		$295K Buy
4,920
+1,300
+36% +$72.8K ﹤0.01% 1419
2025
Q1 		$203K Sell
3,620
-1,958
-35% -$117K ﹤0.01% 1515
2024
Q4 		$337K Buy
+5,578
New +$349K 0.01% 1232
2024
Q1 		– Sell
-1,201
Closed -$64.5K – 2609
2023
Q4 		$64.5K Buy
+1,201
New +$59.2K ﹤0.01% 1879
2023
Q2 		– Sell
-775
Closed -$37.2K – 2579
2023
Q1 		$37.2K Sell
775
-935
-55% -$45.5K ﹤0.01% 2184
2022
Q4 		$78.7K Buy
+1,710
New +$82.9K ﹤0.01% 1740

Other funds holding JMEE

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.05B AUM 15.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return