Concord Wealth Partners’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Concord Wealth Partners’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	$5.85K	Buy	+75	New	+$5.5K	﹤0.01%	636
2026 Q1	–	Sell	-126	Closed	-$8.11K	–	515
2025 Q4	$8.11K	Hold	126	–	–	﹤0.01%	565
2025 Q3	$7.99K	Sell	126 -215	-63%	-$13.3K	﹤0.01%	564
2025 Q2	$20.2K	Buy	341 +9	+3%	+$504	﹤0.01%	458
2025 Q1	$18.6K	Sell	332 -35	-10%	-$2.09K	﹤0.01%	439
2024 Q4	$22.2K	Buy	367 +161	+78%	+$10.1K	﹤0.01%	439
2024 Q3	$12.6K	Buy	+206	New	+$12.1K	﹤0.01%	535

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

Concord Wealth Partners's JMEE Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q2 2026: 75 shares worth $5.85K. The stake represents ﹤0.01% of the portfolio and ranks #636 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in JMEE as recently as Q4 2025.

Concord Wealth Partners first reported a position in JMEE in Q3 2024 and has held it in 7 quarters since. The position peaked at $22.2K in Q4 2024. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Concord Wealth Partners held 75 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $5.85K as of Q2 2026.
JPMorgan Small & Mid Cap Enhanced Equity ETF was a new Concord Wealth Partners position in Q2 2026.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #636 holding.
Concord Wealth Partners first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q3 2024 and has held it in 7 quarters since.
Concord Wealth Partners's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $22.2K in Q4 2024.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.