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

Capital Investment Advisory Services’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	$17.8K	Buy	229 +175	+324%	+$12.8K	﹤0.01%	1100
2026 Q1	$3.58K	Hold	54	–	–	﹤0.01%	1137
2025 Q4	$3.45K	Buy	54 +1	+2%	+$64	﹤0.01%	1094
2025 Q3	$3.36K	Hold	53	–	–	﹤0.01%	1031
2025 Q2	$3.14K	Buy	53 +20	+61%	+$1.12K	﹤0.01%	1008
2025 Q1	$1.85K	Hold	33	–	–	﹤0.01%	965
2024 Q4	$2K	Buy	+33	New	+$2.07K	﹤0.01%	892

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 $1.3B AUM 10.88% 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 Investment Advisory Services's JMEE Position: Q2 2026 in Review

Capital Investment Advisory Services increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 324% in Q2 2026, buying an estimated $12.8K and bringing the position to 229 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1100.

Capital Investment Advisory Services first reported a position in JMEE in Q4 2024 and has held it in 7 quarters since. 196 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Capital Investment Advisory Services held 229 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $17.8K as of Q2 2026.
Capital Investment Advisory Services bought 175 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $12.8K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1100 holding.
Capital Investment Advisory Services first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2024 and has held it in 7 quarters since.
196 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

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