Benjamin Edwards Inc’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Benjamin Edwards Inc’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	$1.47M	Sell	18,751 -14	-0.1%	-$1.03K	0.01%	666
2026 Q1	$1.26M	Buy	18,765 +1,823	+11%	+$124K	0.01%	677
2025 Q4	$1.09M	Sell	16,942 -1,089	-6%	-$69.7K	0.01%	680
2025 Q3	$1.15M	Buy	18,031 +4,332	+32%	+$268K	0.01%	640
2025 Q2	$811K	Buy	13,699 +103	+0.8%	+$5.76K	0.01%	697
2025 Q1	$761K	Sell	13,596 -6,532	-32%	-$390K	0.01%	669
2024 Q4	$1.22M	Sell	20,128 -2,250	-10%	-$141K	0.02%	547
2024 Q3	$1.37M	Buy	+22,378	New	+$1.31M	0.02%	519

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

Benjamin Edwards Inc's JMEE Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 0.07% in Q2 2026, selling an estimated $1.03K and leaving 18,751 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #666.

Benjamin Edwards Inc first reported a position in JMEE in Q3 2024 and has held it in 8 quarters since. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Benjamin Edwards Inc held 18,751 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $1.47M as of Q2 2026.
Benjamin Edwards Inc sold 14 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $1.03K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #666 holding.
Benjamin Edwards Inc first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q3 2024 and has held it in 8 quarters since.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.