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Cape Investment Advisory’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Cape Investment Advisory’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
Q3 		$3.38K Hold
46
– – ﹤0.01% 1139
2026
Q2 		$3.59K Buy
+46
New +$3.37K ﹤0.01% 1114

Other funds holding JMEE

SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Cape Investment Advisory's JMEE Position: Q3 2026 in Review

Cape Investment Advisory held its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) position steady in Q3 2026 at 46 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

Cape Investment Advisory first reported a position in JMEE in Q2 2026 and has held it in 2 quarters since. The position peaked at $3.59K in Q2 2026. 21 funds tracked by Wall St. Rank hold JMEE as of Q3 2026.

  • Cape Investment Advisory held 46 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $3.38K as of Q3 2026.
  • Cape Investment Advisory left its JPMorgan Small & Mid Cap Enhanced Equity ETF share count unchanged in Q3 2026.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #1139 holding.
  • Cape Investment Advisory first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • Cape Investment Advisory's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $3.59K in Q2 2026.
  • 21 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.