Aptus Capital Advisors’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Aptus Capital Advisors’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	$20.8K	Sell	267 -20	-7%	-$1.47K	﹤0.01%	1515
2026 Q1	$19.2K	Sell	287 -100	-26%	-$6.81K	﹤0.01%	1414
2025 Q4	$24.9K	Buy	387 +2	+0.5%	+$128	﹤0.01%	1386
2025 Q3	$24.4K	Buy	385 +250	+185%	+$15.4K	﹤0.01%	1325
2025 Q2	$8.02K	Hold	135	–	–	﹤0.01%	1382
2025 Q1	$7.58K	Sell	135 -56	-29%	-$3.35K	﹤0.01%	1304
2024 Q4	$11.6K	Buy	+191	New	+$12K	﹤0.01%	1265

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

Aptus Capital Advisors's JMEE Position: Q2 2026 in Review

Aptus Capital Advisors reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 7% in Q2 2026, selling an estimated $1.47K and leaving 267 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1515.

Aptus Capital Advisors first reported a position in JMEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $24.9K in Q4 2025. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Aptus Capital Advisors held 267 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $20.8K as of Q2 2026.
Aptus Capital Advisors sold 20 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $1.47K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1515 holding.
Aptus Capital Advisors first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2024 and has held it in 7 quarters since.
Aptus Capital Advisors's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $24.9K in Q4 2025.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.