Envestnet Asset Management
JMEE icon

Envestnet Asset Management’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Envestnet Asset Management’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
Q1 		$9.31M Buy
139,486
+2,136
+2% +$145K ﹤0.01% 1878
2025
Q4 		$8.84M Sell
137,350
-13,637
-9% -$873K ﹤0.01% 1784
2025
Q3 		$9.58M Buy
150,987
+10,811
+8% +$668K ﹤0.01% 1797
2025
Q2 		$8.3M Buy
140,176
+15,879
+13% +$889K ﹤0.01% 1856
2025
Q1 		$6.96M Buy
124,297
+14,880
+14% +$889K ﹤0.01% 1892
2024
Q4 		$6.62M Buy
109,417
+20,060
+22% +$1.26M ﹤0.01% 1912
2024
Q3 		$5.45M Buy
89,357
+72,801
+440% +$4.27M ﹤0.01% 2048
2024
Q2 		$938K Buy
16,556
+9,696
+141% +$550K ﹤0.01% 3086
2024
Q1 		$402K Buy
6,860
+2,939
+75% +$161K ﹤0.01% 3564
2023
Q4 		$211K Buy
+3,921
New +$193K ﹤0.01% 3806

Other funds holding JMEE

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return