Avestar Capital’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Avestar Capital’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	$2.28M	Buy	29,215 +1,825	+7%	+$134K	0.13%	127
2026 Q1	$1.83M	Buy	27,390 +812	+3%	+$55.3K	0.12%	138
2025 Q4	$1.71M	Buy	26,578 +273	+1%	+$17.5K	0.11%	146
2025 Q3	$1.67M	Sell	26,305 -850	-3%	-$52.5K	0.11%	144
2025 Q2	$1.61M	Buy	27,155 +4,325	+19%	+$242K	0.11%	140
2025 Q1	$1.28M	Sell	22,830 -7,766	-25%	-$464K	0.11%	153
2024 Q4	$1.85M	Buy	+30,596	New	+$1.92M	0.16%	108

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

Avestar Capital's JMEE Position: Q2 2026 in Review

Avestar Capital increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 6.7% in Q2 2026, buying an estimated $134K and bringing the position to 29,215 shares worth $2.28M. The position accounts for 0.13% of the portfolio, ranked #127.

Avestar Capital first reported a position in JMEE in Q4 2024 and has held it in 7 quarters since. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Avestar Capital held 29,215 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $2.28M as of Q2 2026.
Avestar Capital bought 1,825 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $134K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.13% of Avestar Capital's portfolio in Q2 2026, its #127 holding.
Avestar Capital first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 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 Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.