American Trust’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

American Trust’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	$3.85M	Sell	57,600 -2,671	-4%	-$182K	0.34%	44
2025 Q4	$3.88M	Sell	60,271 -11,764	-16%	-$753K	0.33%	45
2025 Q3	$4.57M	Sell	72,035 -3,610	-5%	-$223K	0.39%	42
2025 Q2	$4.48M	Buy	+75,645	New	+$4.23M	0.42%	38

Other funds holding JMEE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B 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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

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 Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

American Trust's JMEE Position: Q1 2026 in Review

American Trust reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 4.4% in Q1 2026, selling an estimated $182K and leaving 57,600 shares worth $3.85M. The position accounts for 0.34% of the portfolio, ranked #44.

American Trust first reported a position in JMEE in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.57M in Q3 2025. 177 funds tracked by Wall St. Rank hold JMEE as of Q1 2026.

American Trust held 57,600 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $3.85M as of Q1 2026.
American Trust sold 2,671 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q1 2026, an estimated $182K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.34% of American Trust's portfolio in Q1 2026, its #44 holding.
American Trust first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2025 and has held it in 4 quarters since.
American Trust's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $4.57M in Q3 2025.
177 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.