Baird Financial Group’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Baird Financial Group’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	$4.01M	Buy	51,422 +2,012	+4%	+$147K	0.01%	850
2026 Q1	$3.3M	Sell	49,410 -237	-0.5%	-$16.1K	0.01%	874
2025 Q4	$3.2M	Buy	49,647 +2,228	+5%	+$143K	0.01%	891
2025 Q3	$3.01M	Buy	47,419 +995	+2%	+$61.5K	﹤0.01%	909
2025 Q2	$2.75M	Sell	46,424 -1,974	-4%	-$110K	﹤0.01%	914
2025 Q1	$2.71M	Buy	+48,398	New	+$2.89M	0.01%	877

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

Baird Financial Group's JMEE Position: Q2 2026 in Review

Baird Financial Group increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 4.1% in Q2 2026, buying an estimated $147K and bringing the position to 51,422 shares worth $4.01M. The position accounts for 0.01% of the portfolio, ranked #850.

Baird Financial Group first reported a position in JMEE in Q1 2025 and has held it in 6 quarters since. 196 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Baird Financial Group held 51,422 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $4.01M as of Q2 2026.
Baird Financial Group bought 2,012 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $147K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.01% of Baird Financial Group's portfolio in Q2 2026, its #850 holding.
Baird Financial Group first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q1 2025 and has held it in 6 quarters since.
196 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.