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

Arete Wealth 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	$1.87M	Buy	23,912 +846	+4%	+$62K	0.12%	167
2026 Q1	$1.54M	Buy	+23,066	New	+$1.57M	0.12%	178
2025 Q4	–	Sell	-8,882	Closed	-$563K	–	565
2025 Q3	$563K	Sell	8,882 -4	-0%	-$247	0.04%	401
2025 Q2	$526K	Buy	8,886 +151	+2%	+$8.45K	0.04%	395
2025 Q1	$489K	Sell	8,735 -591	-6%	-$35.3K	0.04%	398
2024 Q4	$565K	Buy	9,326 +2,833	+44%	+$177K	0.04%	377
2024 Q3	$394K	Buy	+6,493	New	+$381K	0.03%	436

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

Arete Wealth Advisors's JMEE Position: Q2 2026 in Review

Arete Wealth Advisors increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 3.7% in Q2 2026, buying an estimated $62K and bringing the position to 23,912 shares worth $1.87M. The position accounts for 0.12% of the portfolio, ranked #167.

Arete Wealth Advisors first reported a position in JMEE in Q3 2024 and has held it in 7 quarters since. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Arete Wealth Advisors held 23,912 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $1.87M as of Q2 2026.
Arete Wealth Advisors bought 846 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $62K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.12% of Arete Wealth Advisors's portfolio in Q2 2026, its #167 holding.
Arete Wealth Advisors first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q3 2024 and has held it in 7 quarters since.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.