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 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 $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

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 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 Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Baird Financial Group's JMEE Position: Q1 2026 in Review

Baird Financial Group reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 0.48% in Q1 2026, selling an estimated $16.1K and leaving 49,410 shares worth $3.3M. The position accounts for 0.01% of the portfolio, ranked #874.

Baird Financial Group first reported a position in JMEE in Q1 2025 and has held it in 5 quarters since. 177 funds tracked by Wall St. Rank hold JMEE as of Q1 2026.

Baird Financial Group held 49,410 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $3.3M as of Q1 2026.
Baird Financial Group sold 237 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q1 2026, an estimated $16.1K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.01% of Baird Financial Group's portfolio in Q1 2026, its #874 holding.
Baird Financial Group first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q1 2025 and has held it in 5 quarters since.
177 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.