Center for Financial Planning’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Center for Financial Planning’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	$95.4K	Hold	1,223	–	–	0.01%	247
2026 Q1	$81.7K	Hold	1,223	–	–	0.01%	254
2025 Q4	$78.7K	Hold	1,223	–	–	0.01%	256
2025 Q3	$77.6K	Hold	1,223	–	–	0.01%	258
2025 Q2	$72.4K	Hold	1,223	–	–	0.01%	254
2025 Q1	$68.5K	Hold	1,223	–	–	0.01%	251
2024 Q4	$74K	Hold	1,223	–	–	0.01%	228
2024 Q3	$74.6K	Hold	1,223	–	–	0.01%	210
2024 Q2	$69.3K	Hold	1,223	–	–	0.01%	205
2024 Q1	$71.6K	Hold	1,223	–	–	0.01%	203
2023 Q4	$65.7K	Hold	1,223	–	–	0.01%	197
2023 Q3	$59.3K	Hold	1,223	–	–	0.01%	197
2023 Q2	$61.3K	Hold	1,223	–	–	0.01%	200
2023 Q1	$58.7K	Hold	1,223	–	–	0.01%	198
2022 Q4	$56.3K	Hold	1,223	–	–	0.01%	208
2022 Q3	$54K	Hold	1,223	–	–	0.01%	205
2022 Q2	$56K	Buy	+1,223	New	+$59.1K	0.01%	211

Other funds holding JMEE

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

MFP

Meridian Financial Partners Warrenton, Virginia $293M AUM 29.12% 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

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

Center for Financial Planning's JMEE Position: Q2 2026 in Review

Center for Financial Planning held its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) position steady in Q2 2026 at 1,223 shares worth $95.4K. The position accounts for 0.01% of the portfolio, ranked #247.

Center for Financial Planning first reported a position in JMEE in Q2 2022 and has held it in 17 quarters since. 53 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Center for Financial Planning held 1,223 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $95.4K as of Q2 2026.
Center for Financial Planning left its JPMorgan Small & Mid Cap Enhanced Equity ETF share count unchanged in Q2 2026.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #247 holding.
Center for Financial Planning first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2022 and has held it in 17 quarters since.
53 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.