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 Q3	$583K	Buy	7,921 +15	+0.2%	+$1.15K	0.02%	446
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

Meridian Financial Partners Warrenton, Virginia $306M AUM 22.08% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

Verus Capital Partners Scottsdale, Arizona $1.91B AUM 49.49% 1-Year Est. Return

Cornerstone Wealth Management's JMEE Position: Q3 2026 in Review

Cornerstone Wealth Management increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 0.19% in Q3 2026, buying an estimated $1.15K and bringing the position to 7,921 shares worth $583K. The position accounts for 0.02% of the portfolio, ranked #446.

Cornerstone Wealth Management first reported a position in JMEE in Q2 2024 and has held it in 10 quarters since. The position peaked at $617K in Q2 2026. 134 funds tracked by Wall St. Rank hold JMEE as of Q3 2026.

Cornerstone Wealth Management held 7,921 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $583K as of Q3 2026.
Cornerstone Wealth Management bought 15 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q3 2026, an estimated $1.15K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.02% of Cornerstone Wealth Management's portfolio in Q3 2026, its #446 holding.
Cornerstone Wealth Management first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2024 and has held it in 10 quarters since.
Cornerstone Wealth Management's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $617K in Q2 2026.
134 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.