Equitable Holdings’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Equitable Holdings’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	–	Sell	-55,341	Closed	-$3.56M	–	1726
2025 Q4	$3.56M	Buy	55,341 +1,001	+2%	+$64.1K	0.02%	470
2025 Q3	$3.45M	Buy	54,340 +1,630	+3%	+$101K	0.03%	450
2025 Q2	$3.12M	Buy	52,710 +7,697	+17%	+$431K	0.03%	446
2025 Q1	$2.52M	Buy	45,013 +4,394	+11%	+$263K	0.02%	450
2024 Q4	$2.46M	Buy	40,619 +7,592	+23%	+$476K	0.02%	430
2024 Q3	$2.01M	Buy	33,027 +2,006	+6%	+$118K	0.02%	488
2024 Q2	$1.76M	Buy	31,021 +1,031	+3%	+$58.4K	0.02%	498
2024 Q1	$1.76M	Buy	29,990 +3,810	+15%	+$208K	0.02%	481
2023 Q4	$1.41M	Buy	26,180 +3,177	+14%	+$157K	0.02%	502
2023 Q3	$1.11M	Buy	+23,003	New	+$1.16M	0.02%	516

Other funds holding JMEE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B 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 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 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 Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Equitable Holdings's JMEE Position: Q1 2026 in Review

Equitable Holdings sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q1 2026, closing a stake of 55,341 shares — an estimated $3.56M sold.

Equitable Holdings first reported a position in JMEE in Q3 2023 and held it in 10 quarters. The position peaked at $3.56M in Q4 2025. 177 funds tracked by Wall St. Rank hold JMEE as of Q1 2026.

Equitable Holdings reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q1 2026 after selling out during the quarter.
Equitable Holdings sold 55,341 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q1 2026, an estimated $3.56M.
Equitable Holdings first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q3 2023 and held it in 10 quarters.
Equitable Holdings's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $3.56M in Q4 2025.
177 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.