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

Fermata 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	$2.24M	Sell	28,688 -402	-1%	-$29.5K	0.45%	61
2026 Q1	$1.94M	Buy	29,090 +6,027	+26%	+$410K	0.44%	67
2025 Q4	$1.48M	Buy	23,063 +1,212	+6%	+$77.6K	0.36%	76
2025 Q3	$1.39M	Buy	21,851 +554	+3%	+$34.2K	0.35%	70
2025 Q2	$1.26M	Sell	21,297 -4,342	-17%	-$243K	0.34%	76
2025 Q1	$1.44M	Buy	25,639 +1,170	+5%	+$69.9K	0.26%	85
2024 Q4	$1.48M	Buy	+24,469	New	+$1.53M	0.28%	74

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

Fermata Advisors's JMEE Position: Q2 2026 in Review

Fermata Advisors reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 1.4% in Q2 2026, selling an estimated $29.5K and leaving 28,688 shares worth $2.24M. The position accounts for 0.45% of the portfolio, ranked #61.

Fermata Advisors first reported a position in JMEE in Q4 2024 and has held it in 7 quarters since. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Fermata Advisors held 28,688 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $2.24M as of Q2 2026.
Fermata Advisors sold 402 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $29.5K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.45% of Fermata Advisors's portfolio in Q2 2026, its #61 holding.
Fermata Advisors first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2024 and has held it in 7 quarters since.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.