Bank of America’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Bank of America’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	$487K	Sell	7,301 -573	-7%	-$39K	﹤0.01%	4911
2025 Q4	$507K	Buy	+7,874	New	+$504K	﹤0.01%	4906
2024 Q4	–	Sell	-239	Closed	-$14.6K	–	8303
2024 Q3	$14.6K	Sell	239 -279	-54%	-$16.4K	﹤0.01%	6810
2024 Q2	$29.3K	Sell	518 -1,593	-75%	-$90.3K	﹤0.01%	6647
2024 Q1	$124K	Sell	2,111 -587	-22%	-$32.1K	﹤0.01%	6140
2023 Q4	$145K	Sell	2,698 -2,566	-49%	-$127K	﹤0.01%	6230
2023 Q3	$255K	Buy	5,264 +165	+3%	+$8.33K	﹤0.01%	5752
2023 Q2	$256K	Sell	5,099 -248	-5%	-$11.8K	﹤0.01%	5671
2023 Q1	$256K	Buy	5,347 +246	+5%	+$12K	﹤0.01%	5790
2022 Q4	$235K	Sell	5,101 -18	-0.4%	-$873	﹤0.01%	5828
2022 Q3	$227K	Sell	5,119 -4,878	-49%	-$238K	﹤0.01%	5910
2022 Q2	$458K	Buy	+9,997	New	+$483K	﹤0.01%	5493

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

Bank of America's JMEE Position: Q1 2026 in Review

Bank of America reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 7.3% in Q1 2026, selling an estimated $39K and leaving 7,301 shares worth $487K. The position accounts for ﹤0.01% of the portfolio, ranked #4911.

Bank of America first reported a position in JMEE in Q2 2022 and has held it in 12 quarters since. The position peaked at $507K in Q4 2025. 177 funds tracked by Wall St. Rank hold JMEE as of Q1 2026.

Bank of America held 7,301 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $487K as of Q1 2026.
Bank of America sold 573 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q1 2026, an estimated $39K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #4911 holding.
Bank of America first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2022 and has held it in 12 quarters since.
Bank of America's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $507K in Q4 2025.
177 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.