Garden State Investment Advisory Services’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Garden State Investment Advisory Services’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	$981K	Buy	12,573 +8,514	+210%	+$624K	0.18%	109
2026 Q1	$271K	Buy	4,059 +712	+21%	+$48.5K	0.06%	242
2025 Q4	$216K	Buy	3,347 +86	+3%	+$5.5K	0.05%	286
2025 Q3	$207K	Buy	+3,261	New	+$201K	0.05%	278

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

Garden State Investment Advisory Services's JMEE Position: Q2 2026 in Review

Garden State Investment Advisory Services increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 210% in Q2 2026, buying an estimated $624K and bringing the position to 12,573 shares worth $981K. The position accounts for 0.18% of the portfolio, ranked #109.

Garden State Investment Advisory Services first reported a position in JMEE in Q3 2025 and has held it in 4 quarters since. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Garden State Investment Advisory Services held 12,573 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $981K as of Q2 2026.
Garden State Investment Advisory Services bought 8,514 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $624K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.18% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #109 holding.
Garden State Investment Advisory Services first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q3 2025 and has held it in 4 quarters since.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.