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
Q2 		$3.62M Buy
46,413
+6,842
+17% +$502K 0.01% 1239
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 $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors's JMEE Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 17% in Q2 2026, buying an estimated $502K and bringing the position to 46,413 shares worth $3.62M. The position accounts for 0.01% of the portfolio, ranked #1239.

Cambridge Investment Research Advisors first reported a position in JMEE in Q2 2022 and has held it in 15 quarters since. 196 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

  • Cambridge Investment Research Advisors held 46,413 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $3.62M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 6,842 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $502K.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1239 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 15 quarters since.
  • 196 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.