Creative Financial Designs’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Creative Financial Designs’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	$9.17M	Buy	117,476 +18,685	+19%	+$1.37M	0.44%	57
2026 Q1	$6.6M	Buy	98,791 +527	+0.5%	+$35.9K	0.4%	59
2025 Q4	$6.33M	Buy	98,264 +8,631	+10%	+$552K	0.4%	58
2025 Q3	$5.69M	Buy	89,633 +8,418	+10%	+$520K	0.38%	62
2025 Q2	$4.81M	Sell	81,215 -3,697	-4%	-$207K	0.35%	66
2025 Q1	$4.75M	Buy	84,912 +6,245	+8%	+$373K	0.38%	60
2024 Q4	$4.76M	Buy	78,667 +8,380	+12%	+$525K	0.39%	56
2024 Q3	$4.28M	Buy	70,287 +7,056	+11%	+$414K	0.36%	65
2024 Q2	$3.58M	Buy	63,231 +2,744	+5%	+$156K	0.32%	67
2024 Q1	$3.54M	Buy	60,487 +3,105	+5%	+$170K	0.33%	67
2023 Q4	$3.08M	Buy	+57,382	New	+$2.83M	0.31%	69

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

Creative Financial Designs's JMEE Position: Q2 2026 in Review

Creative Financial Designs increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 19% in Q2 2026, buying an estimated $1.37M and bringing the position to 117,476 shares worth $9.17M. The position accounts for 0.44% of the portfolio, ranked #57.

Creative Financial Designs 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.

Creative Financial Designs held 117,476 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $9.17M as of Q2 2026.
Creative Financial Designs bought 18,685 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $1.37M.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.44% of Creative Financial Designs's portfolio in Q2 2026, its #57 holding.
Creative Financial Designs 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 Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.