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Ausdal Financial Partners’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Ausdal Financial Partners’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
Q1 		$264K Buy
3,949
+491
+14% +$33.4K 0.01% 837
2025
Q4 		$223K Sell
3,458
-34
-1% -$2.18K 0.01% 853
2025
Q3 		$222K Buy
+3,492
New +$216K 0.01% 852

Other funds holding JMEE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Ausdal Financial Partners's JMEE Position: Q1 2026 in Review

Ausdal Financial Partners increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 14% in Q1 2026, buying an estimated $33.4K and bringing the position to 3,949 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #837.

Ausdal Financial Partners first reported a position in JMEE in Q3 2025 and has held it in 3 quarters since. 177 funds tracked by Wall St. Rank hold JMEE as of Q1 2026.

  • Ausdal Financial Partners held 3,949 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $264K as of Q1 2026.
  • Ausdal Financial Partners bought 491 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q1 2026, an estimated $33.4K.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.01% of Ausdal Financial Partners's portfolio in Q1 2026, its #837 holding.
  • Ausdal Financial Partners first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 177 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.