Cetera Investment Advisers
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Cetera Investment Advisers’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Cetera Investment Advisers’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 		$54.8M Buy
702,324
+21,569
+3% +$1.58M 0.05% 384
2026
Q1 		$45.5M Buy
680,755
+20,481
+3% +$1.39M 0.05% 400
2025
Q4 		$42.5M Buy
660,274
+109,404
+20% +$7M 0.05% 399
2025
Q3 		$34.9M Sell
550,870
-28,990
-5% -$1.79M 0.04% 440
2025
Q2 		$34.3M Buy
579,860
+70,544
+14% +$3.95M 0.06% 339
2025
Q1 		$28.5M Buy
509,316
+278,712
+121% +$16.7M 0.06% 354
2024
Q4 		$13.9M Buy
230,604
+74,365
+48% +$4.66M 0.03% 556
2024
Q3 		$9.52M Buy
156,239
+69,436
+80% +$4.07M 0.02% 717
2024
Q2 		$4.92M Buy
86,803
+46,704
+116% +$2.65M 0.01% 1007
2024
Q1 		$2.35M Buy
40,099
+15,390
+62% +$841K 0.01% 1433
2023
Q4 		$1.33M Sell
24,709
-218
-0.9% -$10.8K 0.01% 953
2023
Q3 		$1.21M Buy
+24,927
New +$1.26M 0.01% 960

Other funds holding JMEE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
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
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of New York Mellon
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers's JMEE Position: Q2 2026 in Review

Cetera Investment Advisers increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 3.2% in Q2 2026, buying an estimated $1.58M and bringing the position to 702,324 shares worth $54.8M. The position accounts for 0.05% of the portfolio, ranked #384.

Cetera Investment Advisers first reported a position in JMEE in Q3 2023 and has held it in 12 quarters since. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

  • Cetera Investment Advisers held 702,324 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $54.8M as of Q2 2026.
  • Cetera Investment Advisers bought 21,569 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $1.58M.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.05% of Cetera Investment Advisers's portfolio in Q2 2026, its #384 holding.
  • Cetera Investment Advisers first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q3 2023 and has held it in 12 quarters since.
  • 195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.