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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
Q2 		$3.59K Buy
+46
New +$3.37K ﹤0.01% 1114

Other funds holding JMEE

SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
RMS
Retirement Management Systems Leonardtown, Maryland $488M AUM
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

Cape Investment Advisory's JMEE Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q2 2026: 46 shares worth $3.59K. The stake represents ﹤0.01% of the portfolio and ranks #1114 among its holdings.

46 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

  • Cape Investment Advisory held 46 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $3.59K as of Q2 2026.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF was a new Cape Investment Advisory position in Q2 2026.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1114 holding.
  • 46 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.