Financial Management Professionals’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Financial Management Professionals’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	$2.5K	Hold	32	–	–	﹤0.01%	770
2026 Q1	$2.14K	Hold	32	–	–	﹤0.01%	723
2025 Q4	$2.06K	Sell	32 -18	-36%	-$1.15K	﹤0.01%	723
2025 Q3	$3.17K	Hold	50	–	–	﹤0.01%	649
2025 Q2	$2.96K	Hold	50	–	–	﹤0.01%	694
2025 Q1	$2.8K	Hold	50	–	–	﹤0.01%	701
2024 Q4	$3.02K	Buy	+50	New	+$3.13K	﹤0.01%	680

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

Financial Management Professionals's JMEE Position: Q2 2026 in Review

Financial Management Professionals held its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) position steady in Q2 2026 at 32 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Financial Management Professionals first reported a position in JMEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.17K in Q3 2025. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Financial Management Professionals held 32 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $2.5K as of Q2 2026.
Financial Management Professionals 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 Financial Management Professionals's portfolio in Q2 2026, its #770 holding.
Financial Management Professionals first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2024 and has held it in 7 quarters since.
Financial Management Professionals's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $3.17K in Q3 2025.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.