Ashton Thomas Securities’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Ashton Thomas Securities’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	$6.15M	Buy	78,882 +25,001	+46%	+$1.83M	0.91%	23
2026 Q1	$3.6M	Buy	53,881 +1,905	+4%	+$130K	0.45%	51
2025 Q4	$3.35M	Buy	51,976 +218	+0.4%	+$14K	0.64%	36
2025 Q3	$3.28M	Buy	51,758 +22,935	+80%	+$1.42M	0.46%	54
2025 Q2	$1.71M	Sell	28,823 -6,420	-18%	-$359K	0.41%	65
2025 Q1	$1.97M	Buy	35,243 +1,745	+5%	+$104K	0.55%	51
2024 Q4	$2.03M	Buy	33,498 +1,598	+5%	+$100K	0.56%	45
2024 Q3	$1.94M	Buy	31,900 +11,061	+53%	+$649K	0.38%	68
2024 Q2	$1.16M	Buy	+20,839	New	+$1.18M	0.28%	94

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

Ashton Thomas Securities's JMEE Position: Q2 2026 in Review

Ashton Thomas Securities increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 46% in Q2 2026, buying an estimated $1.83M and bringing the position to 78,882 shares worth $6.15M. The position accounts for 0.91% of the portfolio, ranked #23.

Ashton Thomas Securities first reported a position in JMEE in Q2 2024 and has held it in 9 quarters since. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Ashton Thomas Securities held 78,882 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $6.15M as of Q2 2026.
Ashton Thomas Securities bought 25,001 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $1.83M.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.91% of Ashton Thomas Securities's portfolio in Q2 2026, its #23 holding.
Ashton Thomas Securities first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2024 and has held it in 9 quarters since.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Ashton Thomas Securities's 13F filing for Q2 2026, filed 27 Jul 2026.