Bond & Devick Financial Network’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Bond & Devick Financial Network’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	$14.3M	Buy	182,754 +7,322	+4%	+$537K	3.51%	6
2026 Q1	$11.7M	Sell	175,432 -2,955	-2%	-$201K	3.27%	8
2025 Q4	$11.5M	Buy	178,387 +11,261	+7%	+$721K	3.23%	7
2025 Q3	$10.6M	Buy	167,126 +12,878	+8%	+$796K	3.19%	8
2025 Q2	$9.13M	Buy	154,248 +9,167	+6%	+$513K	3.04%	9
2025 Q1	$8.12M	Buy	145,081 +82,198	+131%	+$4.91M	2.95%	8
2024 Q4	$3.83M	Hold	62,883	–	–	1.64%	13
2024 Q3	$3.83M	Buy	62,883 +52,147	+486%	+$3.06M	1.64%	13
2024 Q2	$608K	Buy	10,736 +113	+1%	+$6.41K	0.33%	59
2024 Q1	$622K	Buy	10,623 +26	+0.2%	+$1.42K	0.34%	57
2023 Q4	$569K	Buy	10,597 +2,609	+33%	+$129K	0.32%	59
2023 Q3	$387K	Buy	7,988 +1,159	+17%	+$58.5K	0.25%	75
2023 Q2	$343K	Buy	6,829 +441	+7%	+$21K	0.21%	90
2023 Q1	$306K	Hold	6,388	–	–	0.2%	96
2022 Q4	$294K	Buy	+6,388	New	+$310K	0.21%	96

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

Bond & Devick Financial Network's JMEE Position: Q2 2026 in Review

Bond & Devick Financial Network increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 4.2% in Q2 2026, buying an estimated $537K and bringing the position to 182,754 shares worth $14.3M. The position accounts for 3.51% of the portfolio, ranked #6.

Bond & Devick Financial Network first reported a position in JMEE in Q4 2022 and has held it in 15 quarters since. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Bond & Devick Financial Network held 182,754 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $14.3M as of Q2 2026.
Bond & Devick Financial Network bought 7,322 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $537K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 3.51% of Bond & Devick Financial Network's portfolio in Q2 2026, its #6 holding.
Bond & Devick Financial Network first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2022 and has held it in 15 quarters since.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.