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

Destiny 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	$4.79M	Sell	62,829 -3,259	-5%	-$239K	0.68%	45
2026 Q1	$4.41M	Sell	66,088 -1,819	-3%	-$124K	0.48%	57
2025 Q4	$4.62M	Buy	67,907 +2,135	+3%	+$137K	0.53%	53
2025 Q3	$4.17M	Buy	65,772 +2,066	+3%	+$128K	0.51%	55
2025 Q2	$3.77M	Buy	63,706 +1,467	+2%	+$82.1K	0.51%	57
2025 Q1	$3.48M	Buy	62,239 +1,736	+3%	+$104K	0.55%	56
2024 Q4	$3.66M	Buy	60,503 +176	+0.3%	+$11K	0.6%	54
2024 Q3	$3.68M	Buy	60,327 +75	+0.1%	+$4.4K	0.64%	49
2024 Q2	$3.41M	Sell	60,252 -55,073	-48%	-$3.12M	0.61%	52
2024 Q1	$6.75M	Sell	115,325 -16,985	-13%	-$928K	1.21%	34
2023 Q4	$6.91M	Buy	132,310 +10,146	+8%	+$501K	1.3%	31
2023 Q3	$5.92M	Buy	122,164 +9,392	+8%	+$474K	1.19%	32
2023 Q2	$5.85M	Buy	112,772 +17,471	+18%	+$830K	1.12%	31
2023 Q1	$4.57M	Buy	95,301 +10,302	+12%	+$502K	0.95%	34
2022 Q4	$3.91M	Buy	+84,999	New	+$4.12M	0.85%	38

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

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

Destiny Wealth Partners reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 4.9% in Q2 2026, selling an estimated $239K and leaving 62,829 shares worth $4.79M. The position accounts for 0.68% of the portfolio, ranked #45.

Destiny Wealth Partners first reported a position in JMEE in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.91M in Q4 2023. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Destiny Wealth Partners held 62,829 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $4.79M as of Q2 2026.
Destiny Wealth Partners sold 3,259 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $239K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.68% of Destiny Wealth Partners's portfolio in Q2 2026, its #45 holding.
Destiny Wealth Partners first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2022 and has held it in 15 quarters since.
Destiny Wealth Partners's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $6.91M in Q4 2023.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.