Everest Financial Group’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Everest Financial Group’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	$495K	Sell	6,338 -1,575	-20%	-$115K	0.07%	141
2026 Q1	$528K	Sell	7,913 -3,174	-29%	-$216K	0.09%	128
2025 Q4	$714K	Buy	+11,087	New	+$710K	0.16%	51

Other funds holding JMEE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Everest Financial Group's JMEE Position: Q2 2026 in Review

Everest Financial Group reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 20% in Q2 2026, selling an estimated $115K and leaving 6,338 shares worth $495K. The position accounts for 0.07% of the portfolio, ranked #141.

Everest Financial Group first reported a position in JMEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $714K in Q4 2025. 194 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Everest Financial Group held 6,338 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $495K as of Q2 2026.
Everest Financial Group sold 1,575 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $115K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.07% of Everest Financial Group's portfolio in Q2 2026, its #141 holding.
Everest Financial Group first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2025 and has held it in 3 quarters since.
Everest Financial Group's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $714K in Q4 2025.
194 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.