Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Cambridge Investment Research 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
Q1 		$2.64M Buy
39,571
+11,147
+39% +$759K 0.01% 1391
2025
Q4 		$1.83M Buy
28,424
+535
+2% +$34.2K ﹤0.01% 1611
2025
Q3 		$1.77M Buy
27,889
+752
+3% +$46.5K ﹤0.01% 1594
2025
Q2 		$1.61M Sell
27,137
-3,416
-11% -$191K ﹤0.01% 1593
2025
Q1 		$1.71M Buy
30,553
+1,710
+6% +$102K 0.01% 1454
2024
Q4 		$1.74M Buy
28,843
+7,737
+37% +$485K 0.01% 1456
2024
Q3 		$1.29M Buy
21,106
+5,847
+38% +$343K ﹤0.01% 1669
2024
Q2 		$864K Buy
15,259
+5,469
+56% +$310K ﹤0.01% 1880
2024
Q1 		$573K Buy
9,790
+3,939
+67% +$215K ﹤0.01% 2167
2023
Q4 		$314K Sell
5,851
-198
-3% -$9.77K ﹤0.01% 2561
2023
Q3 		$293K Buy
6,049
+1,657
+38% +$83.7K ﹤0.01% 2511
2023
Q2 		$220K Buy
+4,392
New +$209K ﹤0.01% 2802
2022
Q4 		– Sell
-5,524
Closed -$245K – 3164
2022
Q3 		$245K Buy
5,524
+664
+14% +$32.4K ﹤0.01% 2539
2022
Q2 		$223K Buy
+4,860
New +$235K ﹤0.01% 2625

Other funds holding JMEE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Cambridge Investment Research Advisors's JMEE Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 39% in Q1 2026, buying an estimated $759K and bringing the position to 39,571 shares worth $2.64M. The position accounts for 0.01% of the portfolio, ranked #1391.

Cambridge Investment Research Advisors first reported a position in JMEE in Q2 2022 and has held it in 14 quarters since. 177 funds tracked by Wall St. Rank hold JMEE as of Q1 2026.

  • Cambridge Investment Research Advisors held 39,571 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $2.64M as of Q1 2026.
  • Cambridge Investment Research Advisors bought 11,147 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q1 2026, an estimated $759K.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #1391 holding.
  • Cambridge Investment Research Advisors first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2022 and has held it in 14 quarters since.
  • 177 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.