Great Valley Advisor Group’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Great Valley Advisor Group’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	$44.6M	Buy	571,576 +16,495	+3%	+$1.21M	0.7%	31
2026 Q1	$37.1M	Buy	555,081 +16,862	+3%	+$1.15M	0.67%	34
2025 Q4	$34.7M	Sell	538,219 -316,568	-37%	-$20.3M	0.67%	35
2025 Q3	$54.2M	Buy	854,787 +9,035	+1%	+$558K	1.09%	17
2025 Q2	$50.1M	Buy	845,752 +155,064	+22%	+$8.68M	1.11%	16
2025 Q1	$38.7M	Buy	+690,688	New	+$41.3M	0.83%	26

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Great Valley Advisor Group's JMEE Position: Q2 2026 in Review

Great Valley Advisor Group increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 3% in Q2 2026, buying an estimated $1.21M and bringing the position to 571,576 shares worth $44.6M. The position accounts for 0.7% of the portfolio, ranked #31.

Great Valley Advisor Group first reported a position in JMEE in Q1 2025 and has held it in 6 quarters since. The position peaked at $54.2M in Q3 2025. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Great Valley Advisor Group held 571,576 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $44.6M as of Q2 2026.
Great Valley Advisor Group bought 16,495 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $1.21M.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.7% of Great Valley Advisor Group's portfolio in Q2 2026, its #31 holding.
Great Valley Advisor Group first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q1 2025 and has held it in 6 quarters since.
Great Valley Advisor Group's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $54.2M in Q3 2025.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.