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
Q2 		$11.2M Buy
143,634
+4,148
+3% +$304K ﹤0.01% 1856
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 $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
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
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of New York Mellon
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management's JMEE Position: Q2 2026 in Review

Envestnet Asset Management increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 3% in Q2 2026, buying an estimated $304K and bringing the position to 143,634 shares worth $11.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1856.

Envestnet Asset Management first reported a position in JMEE in Q4 2023 and has held it in 11 quarters since. 196 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

  • Envestnet Asset Management held 143,634 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $11.2M as of Q2 2026.
  • Envestnet Asset Management bought 4,148 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $304K.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1856 holding.
  • Envestnet Asset Management first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 196 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.