Barnes Pettey Financial Advisors’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Barnes Pettey Financial Advisors’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	$9.71M	Buy	124,441 +67,676	+119%	+$4.96M	3.04%	6
2026 Q1	$3.79M	Buy	56,765 +37,759	+199%	+$2.57M	1.65%	12
2025 Q4	$1.22M	Buy	19,006 +5,094	+37%	+$326K	0.61%	40
2025 Q3	$882K	Buy	13,912 +1,101	+9%	+$68K	0.48%	49
2025 Q2	$759K	Buy	+12,811	New	+$717K	0.51%	45

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

Barnes Pettey Financial Advisors's JMEE Position: Q2 2026 in Review

Barnes Pettey Financial Advisors increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 119% in Q2 2026, buying an estimated $4.96M and bringing the position to 124,441 shares worth $9.71M. The position accounts for 3.04% of the portfolio, ranked #6.

Barnes Pettey Financial Advisors first reported a position in JMEE in Q2 2025 and has held it in 5 quarters since. 196 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Barnes Pettey Financial Advisors held 124,441 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $9.71M as of Q2 2026.
Barnes Pettey Financial Advisors bought 67,676 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $4.96M.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 3.04% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #6 holding.
Barnes Pettey Financial Advisors first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2025 and has held it in 5 quarters since.
196 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.