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Alteri Wealth’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Alteri Wealth’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 		$269K Buy
3,445
+64
+2% +$4.69K 0.07% 243
2026
Q1 		$226K Buy
+3,381
New +$230K 0.07% 260

Other funds holding JMEE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
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
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of New York Mellon
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Alteri Wealth's JMEE Position: Q2 2026 in Review

Alteri Wealth increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 1.9% in Q2 2026, buying an estimated $4.69K and bringing the position to 3,445 shares worth $269K. The position accounts for 0.07% of the portfolio, ranked #243.

Alteri Wealth first reported a position in JMEE in Q1 2026 and has held it in 2 quarters since. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

  • Alteri Wealth held 3,445 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $269K as of Q2 2026.
  • Alteri Wealth bought 64 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $4.69K.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.07% of Alteri Wealth's portfolio in Q2 2026, its #243 holding.
  • Alteri Wealth first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.