Fidelity Investments’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Fidelity Investments’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	$161M	Buy	2,405,634 +2,404,866	+313,134%	+$164M	0.01%	968
2025 Q4	$49.5K	Buy	768 +321	+72%	+$20.5K	﹤0.01%	4122
2025 Q3	$28.4K	Buy	447 +144	+48%	+$8.89K	﹤0.01%	4216
2025 Q2	$17.9K	Buy	303 +260	+605%	+$14.6K	﹤0.01%	4329
2025 Q1	$2.41K	Hold	43	–	–	﹤0.01%	4856
2024 Q4	$2.6K	Hold	43	–	–	﹤0.01%	4774
2024 Q3	$2.62K	Hold	43	–	–	﹤0.01%	4747
2024 Q2	$2.44K	Hold	43	–	–	﹤0.01%	4693
2024 Q1	$2.52K	Sell	43 -65	-60%	-$3.55K	﹤0.01%	4655
2023 Q4	$5.8K	Buy	108 +65	+151%	+$3.21K	﹤0.01%	4401
2023 Q3	$2.08K	Hold	43	–	–	﹤0.01%	4531
2023 Q2	$2.16K	Sell	43 -6	-12%	-$285	﹤0.01%	4569
2023 Q1	$2.35K	Hold	49	–	–	﹤0.01%	4589
2022 Q4	$2.26K	Hold	49	–	–	﹤0.01%	4478
2022 Q3	$2K	Sell	49 -25	-34%	-$1.22K	﹤0.01%	4555
2022 Q2	$3K	Buy	+74	New	+$3.57K	﹤0.01%	4463

Other funds holding JMEE

JP Morgan Chase New York $1.56T AUM 27.86% 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

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return

Fidelity Investments's JMEE Position: Q1 2026 in Review

Fidelity Investments increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 313,134% in Q1 2026, buying an estimated $164M and bringing the position to 2,405,634 shares worth $161M. The position accounts for 0.01% of the portfolio, ranked #968.

Fidelity Investments first reported a position in JMEE in Q2 2022 and has held it in 16 quarters since. 177 funds tracked by Wall St. Rank hold JMEE as of Q1 2026.

Fidelity Investments held 2,405,634 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $161M as of Q1 2026.
Fidelity Investments bought 2,404,866 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q1 2026, an estimated $164M.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.01% of Fidelity Investments's portfolio in Q1 2026, its #968 holding.
Fidelity Investments first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2022 and has held it in 16 quarters since.
177 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.