Dynamic Advisor Solutions’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Dynamic Advisor Solutions’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	$389K	Buy	4,990 +20	+0.4%	+$1.47K	0.01%	760
2026 Q1	$332K	Buy	4,970 +81	+2%	+$5.52K	0.01%	776
2025 Q4	$315K	Buy	4,889 +202	+4%	+$12.9K	0.01%	759
2025 Q3	$297K	Sell	4,687 -166	-3%	-$10.3K	0.01%	781
2025 Q2	$287K	Sell	4,853 -620	-11%	-$34.7K	0.01%	759
2025 Q1	$306K	Buy	5,473 +147	+3%	+$8.79K	0.01%	700
2024 Q4	$322K	Buy	5,326 +785	+17%	+$49.2K	0.01%	514
2024 Q3	$277K	Buy	4,541 +445	+11%	+$26.1K	0.01%	780
2024 Q2	$232K	Buy	+4,096	New	+$232K	0.01%	839

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

Dynamic Advisor Solutions's JMEE Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 0.4% in Q2 2026, buying an estimated $1.47K and bringing the position to 4,990 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #760.

Dynamic Advisor Solutions first reported a position in JMEE in Q2 2024 and has held it in 9 quarters since. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Dynamic Advisor Solutions held 4,990 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $389K as of Q2 2026.
Dynamic Advisor Solutions bought 20 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $1.47K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #760 holding.
Dynamic Advisor Solutions first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2024 and has held it in 9 quarters since.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.