Glass Jacobson Investment Advisors’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Glass Jacobson Investment 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	$140K	Hold	2,100	–	–	0.05%	221
2025 Q4	$135K	Hold	2,100	–	–	0.05%	217
2025 Q3	$133K	Hold	2,100	–	–	0.05%	214
2025 Q2	$124K	Hold	2,100	–	–	0.05%	213
2025 Q1	$127K	Hold	2,100	–	–	0.04%	270
2024 Q4	$127K	Hold	2,100	–	–	0.04%	270
2024 Q3	$128K	Hold	2,100	–	–	0.04%	259
2024 Q2	$119K	Hold	2,100	–	–	0.04%	254
2024 Q1	$123K	Hold	2,100	–	–	0.05%	255
2023 Q4	$113K	Hold	2,100	–	–	0.05%	257
2023 Q3	$102K	Hold	2,100	–	–	0.05%	255
2023 Q2	$105K	Buy	+2,100	New	+$99.8K	0.05%	256
2022 Q4	$96.7K	Buy	+2,100	New	+$102K	0.05%	272

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

Glass Jacobson Investment Advisors's JMEE Position: Q1 2026 in Review

Glass Jacobson Investment Advisors held its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) position steady in Q1 2026 at 2,100 shares worth $140K. The position accounts for 0.05% of the portfolio, ranked #221.

Glass Jacobson Investment Advisors first reported a position in JMEE in Q4 2022 and has held it in 13 quarters since. 177 funds tracked by Wall St. Rank hold JMEE as of Q1 2026.

Glass Jacobson Investment Advisors held 2,100 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $140K as of Q1 2026.
Glass Jacobson Investment Advisors left its JPMorgan Small & Mid Cap Enhanced Equity ETF share count unchanged in Q1 2026.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.05% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #221 holding.
Glass Jacobson Investment Advisors first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2022 and has held it in 13 quarters since.
177 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.