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

Crestwood Advisors Group’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	$79.9M	Buy	1,023,610 +20,260	+2%	+$1.49M	1.18%	20
2026 Q1	$67M	Buy	1,003,350 +8,884	+0.9%	+$605K	1.13%	22
2025 Q4	$64M	Buy	994,466 +58,599	+6%	+$3.75M	1.07%	24
2025 Q3	$59.4M	Buy	935,867 +75,929	+9%	+$4.69M	1.01%	29
2025 Q2	$50.9M	Sell	859,938 -276,508	-24%	-$15.5M	0.91%	30
2025 Q1	$63.6M	Buy	+1,136,446	New	+$67.9M	1.21%	23

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Crestwood Advisors Group's JMEE Position: Q2 2026 in Review

Crestwood Advisors Group increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 2% in Q2 2026, buying an estimated $1.49M and bringing the position to 1,023,610 shares worth $79.9M. The position accounts for 1.18% of the portfolio, ranked #20.

Crestwood Advisors Group first reported a position in JMEE in Q1 2025 and has held it in 6 quarters since. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Crestwood Advisors Group held 1,023,610 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $79.9M as of Q2 2026.
Crestwood Advisors Group bought 20,260 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $1.49M.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 1.18% of Crestwood Advisors Group's portfolio in Q2 2026, its #20 holding.
Crestwood Advisors Group first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q1 2025 and has held it in 6 quarters since.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.