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

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

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. 196 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.
196 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.