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 Q2	$660K	Buy	8,454 +2,525	+43%	+$185K	0.01%	1240
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	–	2604
2023 Q4	$64.5K	Buy	+1,201	New	+$59.2K	﹤0.01%	1879
2023 Q2	–	Sell	-775	Closed	-$37.2K	–	2575
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 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

Advisory Services Network's JMEE Position: Q2 2026 in Review

Advisory Services Network increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 43% in Q2 2026, buying an estimated $185K and bringing the position to 8,454 shares worth $660K. The position accounts for 0.01% of the portfolio, ranked #1240.

Advisory Services Network first reported a position in JMEE in Q4 2022 and has held it in 10 quarters since. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Advisory Services Network held 8,454 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $660K as of Q2 2026.
Advisory Services Network bought 2,525 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $185K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.01% of Advisory Services Network's portfolio in Q2 2026, its #1240 holding.
Advisory Services Network first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2022 and has held it in 10 quarters since.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.