Daymark Wealth Partners’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Daymark Wealth Partners’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	$2.49M	Buy	31,866 +4,304	+16%	+$315K	0.06%	218
2026 Q1	$1.84M	Buy	27,562 +945	+4%	+$64.3K	0.06%	218
2025 Q4	$1.71M	Buy	26,617 +7,143	+37%	+$457K	0.05%	214
2025 Q3	$1.24M	Buy	19,474 +4,763	+32%	+$294K	0.04%	254
2025 Q2	$871K	Buy	14,711 +272	+2%	+$15.2K	0.03%	283
2025 Q1	$808K	Buy	+14,439	New	+$863K	0.03%	269

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

Daymark Wealth Partners's JMEE Position: Q2 2026 in Review

Daymark Wealth Partners increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 16% in Q2 2026, buying an estimated $315K and bringing the position to 31,866 shares worth $2.49M. The position accounts for 0.06% of the portfolio, ranked #218.

Daymark Wealth Partners 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.

Daymark Wealth Partners held 31,866 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $2.49M as of Q2 2026.
Daymark Wealth Partners bought 4,304 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $315K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.06% of Daymark Wealth Partners's portfolio in Q2 2026, its #218 holding.
Daymark Wealth Partners 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 Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.