Gateway Wealth Partners’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Gateway Wealth 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 Q2	$374K	Sell	4,797 -6,025	-56%	-$442K	0.02%	561
2026 Q1	$723K	Buy	+10,822	New	+$737K	0.03%	451

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

Gateway Wealth Partners's JMEE Position: Q2 2026 in Review

Gateway Wealth Partners reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 56% in Q2 2026, selling an estimated $442K and leaving 4,797 shares worth $374K. The position accounts for 0.02% of the portfolio, ranked #561.

Gateway Wealth Partners first reported a position in JMEE in Q1 2026 and has held it in 2 quarters since. The position peaked at $723K in Q1 2026. 196 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Gateway Wealth Partners held 4,797 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $374K as of Q2 2026.
Gateway Wealth Partners sold 6,025 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $442K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.02% of Gateway Wealth Partners's portfolio in Q2 2026, its #561 holding.
Gateway Wealth Partners first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q1 2026 and has held it in 2 quarters since.
Gateway Wealth Partners's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $723K in Q1 2026.
196 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.