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COMPASS FINANCIAL MANAGEMENT LLC’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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 		$3.76K Buy
+48
New +$3.52K ﹤0.01% 1232

Other funds holding JMEE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Cetera Investment Advisers
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
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
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

COMPASS FINANCIAL MANAGEMENT LLC's JMEE Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q2 2026: 48 shares worth $3.76K. The stake represents ﹤0.01% of the portfolio and ranks #1232 among its holdings.

160 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 48 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $3.76K as of Q2 2026.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1232 holding.
  • 160 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.