Freedom Financial Partners’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Freedom Financial Partners’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	$851K	Sell	12,746 -9,517	-43%	-$648K	0.3%	44
2025 Q4	$1.43M	Sell	22,263 -15,654	-41%	-$1M	0.52%	32
2025 Q3	$2.41M	Sell	37,917 -55,324	-59%	-$3.42M	0.92%	23
2025 Q2	$5.52M	Buy	93,241 +3,798	+4%	+$213K	2.33%	14
2025 Q1	$5.01M	Buy	89,443 +5,230	+6%	+$313K	2.33%	14
2024 Q4	$5.09M	Buy	+84,213	New	+$5.28M	2.46%	14

Other funds holding JMEE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Freedom Financial Partners's JMEE Position: Q1 2026 in Review

Freedom Financial Partners reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 43% in Q1 2026, selling an estimated $648K and leaving 12,746 shares worth $851K. The position accounts for 0.3% of the portfolio, ranked #44.

Freedom Financial Partners first reported a position in JMEE in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.52M in Q2 2025. 177 funds tracked by Wall St. Rank hold JMEE as of Q1 2026.

Freedom Financial Partners held 12,746 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $851K as of Q1 2026.
Freedom Financial Partners sold 9,517 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q1 2026, an estimated $648K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.3% of Freedom Financial Partners's portfolio in Q1 2026, its #44 holding.
Freedom Financial Partners first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2024 and has held it in 6 quarters since.
Freedom Financial Partners's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $5.52M in Q2 2025.
177 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q1 2026.

Based on Freedom Financial Partners's 13F filing for Q1 2026, filed 16 Apr 2026.