Commonwealth Equity Services’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Commonwealth Equity 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	$15M	Buy	191,937 +16,959	+10%	+$1.24M	0.02%	731
2026 Q1	$11.7M	Sell	174,978 -29,935	-15%	-$2.04M	0.02%	811
2025 Q4	$13.2M	Buy	204,913 +5,953	+3%	+$381K	0.02%	759
2025 Q3	$12.6M	Sell	198,960 -12,020	-6%	-$743K	0.02%	793
2025 Q2	$12.5M	Buy	210,980 +36,721	+21%	+$2.06M	0.02%	783
2025 Q1	$9.76M	Buy	174,259 +35,640	+26%	+$2.13M	0.01%	880
2024 Q4	$8.38M	Buy	138,619 +8,829	+7%	+$553K	0.01%	923
2024 Q3	$7.91M	Buy	129,790 +90,220	+228%	+$5.29M	0.01%	953
2024 Q2	$2.24M	Buy	39,570 +11,459	+41%	+$650K	﹤0.01%	1716
2024 Q1	$1.65M	Buy	28,111 +11,152	+66%	+$609K	﹤0.01%	1902
2023 Q4	$911K	Buy	16,959 +3,984	+31%	+$197K	﹤0.01%	2247
2023 Q3	$629K	Buy	12,975 +216	+2%	+$10.9K	﹤0.01%	2403
2023 Q2	$640K	Buy	12,759 +198	+2%	+$9.41K	﹤0.01%	2417
2023 Q1	$602K	Sell	12,561 -3,218	-20%	-$157K	﹤0.01%	2389
2022 Q4	$726K	Sell	15,779 -1,267	-7%	-$61.4K	﹤0.01%	2166
2022 Q3	$756K	Sell	17,046 -1,350	-7%	-$65.8K	﹤0.01%	2103
2022 Q2	$842K	Buy	+18,396	New	+$889K	﹤0.01%	2034

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 $1.29B AUM 18.05% 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

Commonwealth Equity Services's JMEE Position: Q2 2026 in Review

Commonwealth Equity Services increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 9.7% in Q2 2026, buying an estimated $1.24M and bringing the position to 191,937 shares worth $15M. The position accounts for 0.02% of the portfolio, ranked #731.

Commonwealth Equity Services first reported a position in JMEE in Q2 2022 and has held it in 17 quarters since. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Commonwealth Equity Services held 191,937 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $15M as of Q2 2026.
Commonwealth Equity Services bought 16,959 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $1.24M.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.02% of Commonwealth Equity Services's portfolio in Q2 2026, its #731 holding.
Commonwealth Equity Services first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2022 and has held it in 17 quarters since.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.