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Concurrent Investment Advisors’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Concurrent Investment Advisors’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
Q1 		$6.21M Buy
92,998
+45,550
+96% +$3.1M 0.07% 309
2025
Q4 		$3.05M Buy
47,448
+10,862
+30% +$695K 0.04% 449
2025
Q3 		$2.32M Buy
36,586
+3,960
+12% +$245K 0.04% 426
2025
Q2 		$1.93M Buy
32,626
+12,144
+59% +$680K 0.04% 437
2025
Q1 		$1.15M Buy
20,482
+7,129
+53% +$426K 0.03% 503
2024
Q4 		$807K Buy
13,353
+3,237
+32% +$203K 0.02% 544
2024
Q3 		$617K Sell
10,116
-374
-4% -$21.9K 0.02% 575
2024
Q2 		$594K Sell
10,490
-1,218
-10% -$69K 0.02% 543
2024
Q1 		$685K Buy
11,708
+116
+1% +$6.34K 0.03% 465
2023
Q4 		$623K Buy
+11,592
New +$572K 0.03% 442

Other funds holding JMEE

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.05B AUM 15.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return