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

Creative Planning’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	$406K	Sell	5,209 -89	-2%	-$6.52K	﹤0.01%	3347
2026 Q1	$354K	Buy	5,298 +439	+9%	+$29.9K	﹤0.01%	3289
2025 Q4	$313K	Sell	4,859 -285	-6%	-$18.2K	﹤0.01%	3208
2025 Q3	$326K	Sell	5,144 -1,792	-26%	-$111K	﹤0.01%	3077
2025 Q2	$411K	Buy	6,936 +54	+0.8%	+$3.02K	﹤0.01%	2635
2025 Q1	$385K	Sell	6,882 -2,497	-27%	-$149K	﹤0.01%	2539
2024 Q4	$567K	Sell	9,379 -543	-5%	-$34K	﹤0.01%	2111
2024 Q3	$605K	Hold	9,922	–	–	﹤0.01%	1938
2024 Q2	$562K	Sell	9,922 -689	-6%	-$39.1K	﹤0.01%	1851
2024 Q1	$621K	Sell	10,611 -602	-5%	-$32.9K	﹤0.01%	1696
2023 Q4	$602K	Sell	11,213 -7,788	-41%	-$384K	﹤0.01%	1575
2023 Q3	$921K	Hold	19,001	–	–	﹤0.01%	1198
2023 Q2	$953K	Sell	19,001 -1,767	-9%	-$84K	﹤0.01%	1153
2023 Q1	$996K	Hold	20,768	–	–	﹤0.01%	1081
2022 Q4	$956K	Buy	20,768 +1,242	+6%	+$60.2K	﹤0.01%	1057
2022 Q3	$867K	Hold	19,526	–	–	﹤0.01%	1023
2022 Q2	$895K	Buy	+19,526	New	+$943K	﹤0.01%	1021

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 Planning's JMEE Position: Q2 2026 in Review

Creative Planning reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 1.7% in Q2 2026, selling an estimated $6.52K and leaving 5,209 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #3347.

Creative Planning first reported a position in JMEE in Q2 2022 and has held it in 17 quarters since. The position peaked at $996K in Q1 2023. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Creative Planning held 5,209 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $406K as of Q2 2026.
Creative Planning sold 89 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $6.52K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3347 holding.
Creative Planning first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2022 and has held it in 17 quarters since.
Creative Planning's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $996K in Q1 2023.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.