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 Q3	$23.8K	Buy	323 +137	+74%	+$10.5K	﹤0.01%	4010
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 $1.3B AUM 10.88% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

PGFG

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Farther Finance Advisors's JMEE Position: Q3 2026 in Review

Farther Finance Advisors increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 74% in Q3 2026, buying an estimated $10.5K and bringing the position to 323 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4010.

Farther Finance Advisors first reported a position in JMEE in Q2 2024 and has held it in 9 quarters since. The position peaked at $24.2K in Q2 2025. 19 funds tracked by Wall St. Rank hold JMEE as of Q3 2026.

Farther Finance Advisors held 323 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $23.8K as of Q3 2026.
Farther Finance Advisors bought 137 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q3 2026, an estimated $10.5K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4010 holding.
Farther Finance Advisors first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2024 and has held it in 9 quarters since.
Farther Finance Advisors's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $24.2K in Q2 2025.
19 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.