Bluesphere Advisors’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Bluesphere 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	$204K	Buy	+2,615	New	+$192K	0.06%	118
2025 Q1	–	Sell	-10,063	Closed	-$608K	–	97
2024 Q4	$608K	Buy	10,063 +2,711	+37%	+$170K	0.3%	48
2024 Q3	$448K	Buy	+7,352	New	+$431K	0.22%	59

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

Bluesphere Advisors's JMEE Position: Q2 2026 in Review

Bluesphere Advisors opened a new position in JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q2 2026: 2,615 shares worth $204K. The stake represents 0.06% of the portfolio and ranks #118 among its holdings. This is a return to the name: Bluesphere Advisors previously reported a position in JMEE as recently as Q4 2024.

Bluesphere Advisors first reported a position in JMEE in Q3 2024 and has held it in 3 quarters since. The position peaked at $608K in Q4 2024. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Bluesphere Advisors held 2,615 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $204K as of Q2 2026.
JPMorgan Small & Mid Cap Enhanced Equity ETF was a new Bluesphere Advisors position in Q2 2026.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.06% of Bluesphere Advisors's portfolio in Q2 2026, its #118 holding.
Bluesphere Advisors first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q3 2024 and has held it in 3 quarters since.
Bluesphere Advisors's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $608K in Q4 2024.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Bluesphere Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.