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

Axxcess 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 		$3.39M Buy
+43,432
New +$3.18M 0.05% 307
2026
Q1 		– Sell
-45,017
Closed -$2.9M – 722
2025
Q4 		$2.9M Buy
+45,017
New +$2.88M 0.05% 304

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

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

Axxcess Wealth Management opened a new position in JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q2 2026: 43,432 shares worth $3.39M. The stake represents 0.05% of the portfolio and ranks #307 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in JMEE as recently as Q4 2025.

Axxcess Wealth Management first reported a position in JMEE in Q4 2025 and has held it in 2 quarters since. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

  • Axxcess Wealth Management held 43,432 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $3.39M as of Q2 2026.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF was a new Axxcess Wealth Management position in Q2 2026.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.05% of Axxcess Wealth Management's portfolio in Q2 2026, its #307 holding.
  • Axxcess Wealth Management first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.