Allworth Financial’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Allworth Financial’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	$5.78K	Buy	+74	New	+$5.42K	﹤0.01%	4046
2024 Q2	–	Sell	-453	Closed	-$26.5K	–	3752
2024 Q1	$26.5K	Buy	+453	New	+$24.8K	﹤0.01%	1608

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 $1.3B AUM 10.88% 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

Allworth Financial's JMEE Position: Q2 2026 in Review

Allworth Financial opened a new position in JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q2 2026: 74 shares worth $5.78K. The stake represents ﹤0.01% of the portfolio and ranks #4046 among its holdings. This is a return to the name: Allworth Financial previously reported a position in JMEE as recently as Q1 2024.

Allworth Financial first reported a position in JMEE in Q1 2024 and has held it in 2 quarters since. The position peaked at $26.5K in Q1 2024. 196 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Allworth Financial held 74 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $5.78K as of Q2 2026.
JPMorgan Small & Mid Cap Enhanced Equity ETF was a new Allworth Financial position in Q2 2026.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4046 holding.
Allworth Financial first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q1 2024 and has held it in 2 quarters since.
Allworth Financial's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $26.5K in Q1 2024.
196 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.