Cornerstone Wealth Management’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Cornerstone Wealth Management’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	$617K	Buy	7,906 +350	+5%	+$25.7K	0.03%	439
2026 Q1	$505K	Buy	7,556 +825	+12%	+$56.2K	0.03%	449
2025 Q4	$433K	Sell	6,731 -65	-1%	-$4.16K	0.02%	459
2025 Q3	$431K	Buy	6,796 +835	+14%	+$51.6K	0.02%	450
2025 Q2	$353K	Hold	5,961	–	–	0.02%	472
2025 Q1	$334K	Sell	5,961 -892	-13%	-$53.3K	0.02%	452
2024 Q4	$414K	Buy	6,853 +1,585	+30%	+$99.3K	0.03%	386
2024 Q3	$321K	Buy	5,268 +1,135	+27%	+$66.6K	0.02%	444
2024 Q2	$234K	Buy	+4,133	New	+$234K	0.02%	484

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

Cornerstone Wealth Management's JMEE Position: Q2 2026 in Review

Cornerstone Wealth Management increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 4.6% in Q2 2026, buying an estimated $25.7K and bringing the position to 7,906 shares worth $617K. The position accounts for 0.03% of the portfolio, ranked #439.

Cornerstone Wealth Management first reported a position in JMEE in Q2 2024 and has held it in 9 quarters since. 196 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Cornerstone Wealth Management held 7,906 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $617K as of Q2 2026.
Cornerstone Wealth Management bought 350 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $25.7K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.03% of Cornerstone Wealth Management's portfolio in Q2 2026, its #439 holding.
Cornerstone Wealth Management first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2024 and has held it in 9 quarters since.
196 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.