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 Q3	$369K	Buy	5,012 +22	+0.4%	+$1.68K	0.01%	764
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

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

PGFG

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Dynamic Advisor Solutions's JMEE Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 0.44% in Q3 2026, buying an estimated $1.68K and bringing the position to 5,012 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #764.

Dynamic Advisor Solutions first reported a position in JMEE in Q2 2024 and has held it in 10 quarters since. The position peaked at $389K in Q2 2026. 19 funds tracked by Wall St. Rank hold JMEE as of Q3 2026.

Dynamic Advisor Solutions held 5,012 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $369K as of Q3 2026.
Dynamic Advisor Solutions bought 22 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q3 2026, an estimated $1.68K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #764 holding.
Dynamic Advisor Solutions first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2024 and has held it in 10 quarters since.
Dynamic Advisor Solutions's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $389K in Q2 2026.
19 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.