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Garton & Associates Financial Advisors’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-1,383
Closed -$89K – 417
2025
Q4 		$89K Buy
+1,383
New +$88.5K 0.05% 259

Other funds holding JMEE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
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
Bank of New York Mellon
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Garton & Associates Financial Advisors's JMEE Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q1 2026, closing a stake of 1,383 shares — an estimated $89K sold.

Garton & Associates Financial Advisors first reported a position in JMEE in Q4 2025 and held it in 1 quarter. The position peaked at $89K in Q4 2025. 177 funds tracked by Wall St. Rank hold JMEE as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 1,383 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q1 2026, an estimated $89K.
  • Garton & Associates Financial Advisors first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $89K in Q4 2025.
  • 177 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.