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

Bartlett & Co 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 Q3	$60.9M	Buy	+827,046	New	+$63.3M	0.74%	36

Other funds holding JMEE

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

Bartlett & Co Wealth Management's JMEE Position: Q3 2026 in Review

Bartlett & Co Wealth Management opened a new position in JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q3 2026: 827,046 shares worth $60.9M. The stake represents 0.74% of the portfolio and ranks #36 among its holdings.

154 funds tracked by Wall St. Rank hold JMEE as of Q3 2026.

Bartlett & Co Wealth Management held 827,046 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $60.9M as of Q3 2026.
JPMorgan Small & Mid Cap Enhanced Equity ETF was a new Bartlett & Co Wealth Management position in Q3 2026.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.74% of Bartlett & Co Wealth Management's portfolio in Q3 2026, its #36 holding.
154 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q3 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.