Farther Finance Advisors’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Farther Finance Advisors’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	$14.5K	Hold	186	–	–	﹤0.01%	4189
2026 Q1	$12.5K	Sell	186 -10	-5%	-$681	﹤0.01%	3970
2025 Q4	$12.6K	Sell	196 -2	-1%	-$128	﹤0.01%	3760
2025 Q3	$12.5K	Sell	198 -211	-52%	-$13K	﹤0.01%	3331
2025 Q2	$24.2K	Buy	+409	New	+$22.9K	﹤0.01%	2561
2025 Q1	–	Sell	-64	Closed	-$3.85K	–	4343
2024 Q4	$3.85K	Hold	64	–	–	﹤0.01%	2768
2024 Q3	$3.9K	Buy	64 +15	+31%	+$880	﹤0.01%	2743
2024 Q2	$2.75K	Buy	+49	New	+$2.78K	﹤0.01%	2662

Other funds holding JMEE

SPWG

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

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

MFP

Meridian Financial Partners Warrenton, Virginia $293M AUM 29.12% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

RMS

Retirement Management Systems Leonardtown, Maryland $488M AUM

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Farther Finance Advisors's JMEE Position: Q2 2026 in Review

Farther Finance Advisors held its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) position steady in Q2 2026 at 186 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4189.

Farther Finance Advisors first reported a position in JMEE in Q2 2024 and has held it in 8 quarters since. The position peaked at $24.2K in Q2 2025. 61 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Farther Finance Advisors held 186 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $14.5K as of Q2 2026.
Farther Finance Advisors left its JPMorgan Small & Mid Cap Enhanced Equity ETF share count unchanged in Q2 2026.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4189 holding.
Farther Finance Advisors first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2024 and has held it in 8 quarters since.
Farther Finance Advisors's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $24.2K in Q2 2025.
61 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.