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

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Fortitude Financial Spokane, Washington $111M AUM 16.12% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return