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

CoreCap 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 		$1.95K Hold
25
– – ﹤0.01% 2545
2026
Q1 		$1.67K Buy
25
+8
+47% +$545 ﹤0.01% 2449
2025
Q4 		$1.09K Buy
+17
New +$1.09K ﹤0.01% 2585
2025
Q1 		– Sell
-361
Closed -$21.8K – 3232
2024
Q4 		$21.8K Hold
361
– – ﹤0.01% 1505
2024
Q3 		$22K Hold
361
– – ﹤0.01% 1517
2024
Q2 		$20.4K Hold
361
– – ﹤0.01% 891
2024
Q1 		$21.1K Buy
+361
New +$19.7K ﹤0.01% 1461

Other funds holding JMEE

SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 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
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
RMS
Retirement Management Systems Leonardtown, Maryland $488M AUM
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

CoreCap Advisors's JMEE Position: Q2 2026 in Review

CoreCap Advisors held its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) position steady in Q2 2026 at 25 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #2545.

CoreCap Advisors first reported a position in JMEE in Q1 2024 and has held it in 7 quarters since. The position peaked at $22K in Q3 2024. 53 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

  • CoreCap Advisors held 25 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $1.95K as of Q2 2026.
  • CoreCap Advisors left its JPMorgan Small & Mid Cap Enhanced Equity ETF share count unchanged in Q2 2026.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2545 holding.
  • CoreCap Advisors first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q1 2024 and has held it in 7 quarters since.
  • CoreCap Advisors's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $22K in Q3 2024.
  • 53 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.