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

AssetMark Inc’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	$454K	Buy	5,822 +216	+4%	+$15.8K	﹤0.01%	1253
2026 Q1	$374K	Buy	+5,606	New	+$382K	﹤0.01%	1219
2025 Q1	–	Sell	-297	Closed	-$18K	–	2689
2024 Q4	$18K	Buy	+297	New	+$18.6K	﹤0.01%	1677

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

AssetMark Inc's JMEE Position: Q2 2026 in Review

AssetMark Inc increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 3.9% in Q2 2026, buying an estimated $15.8K and bringing the position to 5,822 shares worth $454K. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

AssetMark Inc first reported a position in JMEE in Q4 2024 and has held it in 3 quarters since. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

AssetMark Inc held 5,822 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $454K as of Q2 2026.
AssetMark Inc bought 216 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $15.8K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1253 holding.
AssetMark Inc first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2024 and has held it in 3 quarters since.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.