Capital Analysts LLC’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Capital Analysts LLC’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	$83K	Buy	1,068 +560	+110%	+$41K	﹤0.01%	887
2026 Q1	$34K	Buy	508 +106	+26%	+$7.22K	﹤0.01%	1014
2025 Q4	$26K	Hold	402	–	–	﹤0.01%	1056
2025 Q3	$25K	Hold	402	–	–	﹤0.01%	1026
2025 Q2	$24K	Hold	402	–	–	﹤0.01%	978
2025 Q1	$23K	Buy	402 +350	+673%	+$20.9K	﹤0.01%	958
2024 Q4	$3K	Sell	52 -214	-80%	-$13.4K	﹤0.01%	1200
2024 Q3	$16K	Buy	266 +217	+443%	+$12.7K	﹤0.01%	942
2024 Q2	$3K	Hold	49	–	–	﹤0.01%	1083
2024 Q1	$3K	Hold	49	–	–	﹤0.01%	1022
2023 Q4	$3K	Hold	49	–	–	﹤0.01%	991
2023 Q3	$2K	Hold	49	–	–	﹤0.01%	1050
2023 Q2	$2K	Sell	49 -353	-88%	-$16.8K	﹤0.01%	942
2023 Q1	$19K	Buy	402 +49	+14%	+$2.39K	﹤0.01%	739
2022 Q4	$16K	Hold	353	–	–	﹤0.01%	797
2022 Q3	$16K	Buy	+353	New	+$17.2K	﹤0.01%	741

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

Capital Analysts LLC's JMEE Position: Q2 2026 in Review

Capital Analysts LLC increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 110% in Q2 2026, buying an estimated $41K and bringing the position to 1,068 shares worth $83K. The position accounts for ﹤0.01% of the portfolio, ranked #887.

Capital Analysts LLC first reported a position in JMEE in Q3 2022 and has held it in 16 quarters since. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Capital Analysts LLC held 1,068 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $83K as of Q2 2026.
Capital Analysts LLC bought 560 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $41K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #887 holding.
Capital Analysts LLC first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q3 2022 and has held it in 16 quarters since.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.