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 Q2	$8.07M	Buy	103,466 +10,468	+11%	+$767K	0.07%	314
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	0.03%	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 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

Concurrent Investment Advisors's JMEE Position: Q2 2026 in Review

Concurrent Investment Advisors increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 11% in Q2 2026, buying an estimated $767K and bringing the position to 103,466 shares worth $8.07M. The position accounts for 0.07% of the portfolio, ranked #314.

Concurrent Investment Advisors first reported a position in JMEE in Q4 2023 and has held it in 11 quarters since. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Concurrent Investment Advisors held 103,466 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $8.07M as of Q2 2026.
Concurrent Investment Advisors bought 10,468 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $767K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.07% of Concurrent Investment Advisors's portfolio in Q2 2026, its #314 holding.
Concurrent Investment Advisors first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2023 and has held it in 11 quarters since.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.