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

Ameriprise’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	$3.13M	Sell	40,086 -894	-2%	-$65.5K	﹤0.01%	2841
2026 Q1	$2.74M	Sell	40,980 -2,456	-6%	-$167K	﹤0.01%	2804
2025 Q4	$3M	Sell	43,436 -6,383	-13%	-$409K	﹤0.01%	2778
2025 Q3	$3.16M	Sell	49,819 -6,529	-12%	-$403K	﹤0.01%	2742
2025 Q2	$3.34M	Sell	56,348 -3,676	-6%	-$206K	﹤0.01%	2655
2025 Q1	$3.36M	Buy	60,024 +1,114	+2%	+$66.6K	﹤0.01%	2598
2024 Q4	$3.56M	Buy	+58,910	New	+$3.69M	﹤0.01%	2602
2022 Q3	–	Sell	-4,895	Closed	-$224K	–	3999
2022 Q2	$224K	Buy	+4,895	New	+$236K	﹤0.01%	3657

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

Ameriprise's JMEE Position: Q2 2026 in Review

Ameriprise reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 2.2% in Q2 2026, selling an estimated $65.5K and leaving 40,086 shares worth $3.13M. The position accounts for ﹤0.01% of the portfolio, ranked #2841.

Ameriprise first reported a position in JMEE in Q2 2022 and has held it in 8 quarters since. The position peaked at $3.56M in Q4 2024. 196 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Ameriprise held 40,086 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $3.13M as of Q2 2026.
Ameriprise sold 894 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $65.5K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #2841 holding.
Ameriprise first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2022 and has held it in 8 quarters since.
Ameriprise's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $3.56M in Q4 2024.
196 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.