Eastern Bank’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Eastern Bank’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
2025 Q2	–	Sell	-27	Closed	-$1.51K	–	985
2025 Q1	$1.51K	Hold	27	–	–	﹤0.01%	938
2024 Q4	$1.63K	Hold	27	–	–	﹤0.01%	902
2024 Q3	$1.65K	Buy	+27	New	+$1.58K	﹤0.01%	876

Other funds holding JMEE

JP Morgan Chase New York $1.81T AUM 41.13% 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

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TWP

Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Eastern Bank's JMEE Position: Q2 2025 in Review

Eastern Bank sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q2 2025, closing a stake of 27 shares — an estimated $1.51K sold.

Eastern Bank first reported a position in JMEE in Q3 2024 and held it in 3 quarters. The position peaked at $1.65K in Q3 2024. 144 funds tracked by Wall St. Rank hold JMEE as of Q2 2025.

Eastern Bank reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q2 2025 after selling out during the quarter.
Eastern Bank sold 27 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2025, an estimated $1.51K.
Eastern Bank first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q3 2024 and held it in 3 quarters.
Eastern Bank's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $1.65K in Q3 2024.
144 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2025.

Based on Eastern Bank's 13F filing for Q2 2025, filed 24 Jul 2025.