Global Retirement Partners’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Global Retirement 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	$1.2M	Buy	+15,442	New	+$1.13M	0.02%	685
2025 Q4	$1.08M	Sell	16,748 -719	-4%	-$46K	0.02%	636
2025 Q3	$1.11M	Sell	17,467 -1,454	-8%	-$89.8K	0.02%	515
2025 Q2	$1.12M	Buy	+18,921	New	+$1.06M	0.03%	479
2024 Q4	$287K	Buy	4,745 +540	+13%	+$33.8K	0.01%	817
2024 Q3	$256K	Buy	4,205 +787	+23%	+$46.2K	0.01%	828
2024 Q2	$194K	Sell	3,418 -372	-10%	-$21.1K	0.01%	897
2024 Q1	$222K	Buy	3,790 +912	+32%	+$49.8K	0.01%	758
2023 Q4	$150K	Buy	2,878 +1,227	+74%	+$60.5K	0.01%	871
2023 Q3	$78.1K	Hold	1,651	–	–	﹤0.01%	1039
2023 Q2	$82.8K	Hold	1,651	–	–	﹤0.01%	1025
2023 Q1	$76.6K	Buy	1,651 +413	+33%	+$20.1K	﹤0.01%	1032
2022 Q4	$57K	Buy	+1,238	New	+$60K	﹤0.01%	1028

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

Global Retirement Partners's JMEE Position: Q2 2026 in Review

Global Retirement Partners opened a new position in JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q2 2026: 15,442 shares worth $1.2M. The stake represents 0.02% of the portfolio and ranks #685 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in JMEE as recently as Q4 2025.

Global Retirement Partners first reported a position in JMEE in Q4 2022 and has held it in 13 quarters since. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Global Retirement Partners held 15,442 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $1.2M as of Q2 2026.
JPMorgan Small & Mid Cap Enhanced Equity ETF was a new Global Retirement Partners position in Q2 2026.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.02% of Global Retirement Partners's portfolio in Q2 2026, its #685 holding.
Global Retirement Partners first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2022 and has held it in 13 quarters since.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.