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Avaii Wealth Management’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Avaii Wealth Management’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 		$536K Hold
6,873
– – 0.16% 88
2026
Q1 		$459K Sell
6,873
-476
-6% -$32.4K 0.16% 77
2025
Q4 		$473K Buy
7,349
+499
+7% +$31.9K 0.17% 77
2025
Q3 		$434K Sell
6,850
-433
-6% -$26.7K 0.17% 85
2025
Q2 		$431K Buy
+7,283
New +$408K 0.19% 65

Other funds holding JMEE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
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
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of New York Mellon
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Avaii Wealth Management's JMEE Position: Q2 2026 in Review

Avaii Wealth Management held its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) position steady in Q2 2026 at 6,873 shares worth $536K. The position accounts for 0.16% of the portfolio, ranked #88.

Avaii Wealth Management first reported a position in JMEE in Q2 2025 and has held it in 5 quarters since. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

  • Avaii Wealth Management held 6,873 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $536K as of Q2 2026.
  • Avaii Wealth Management left its JPMorgan Small & Mid Cap Enhanced Equity ETF share count unchanged in Q2 2026.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.16% of Avaii Wealth Management's portfolio in Q2 2026, its #88 holding.
  • Avaii Wealth Management first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Avaii Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.