Greenwood Capital Associates’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Greenwood Capital Associates’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	$3.45M	Buy	44,165 +7,645	+21%	+$560K	0.34%	88
2026 Q1	$2.44M	Buy	36,520 +3,835	+12%	+$261K	0.27%	91
2025 Q4	$2.1M	Buy	32,685 +10,426	+47%	+$667K	0.23%	99
2025 Q3	$1.41M	Buy	22,259 +3,770	+20%	+$233K	0.16%	120
2025 Q2	$1.09M	Buy	18,489 +3,139	+20%	+$176K	0.14%	130
2025 Q1	$859K	Buy	15,350 +9,949	+184%	+$595K	0.12%	137
2024 Q4	$327K	Buy	+5,401	New	+$338K	0.04%	215

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

Greenwood Capital Associates's JMEE Position: Q2 2026 in Review

Greenwood Capital Associates increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 21% in Q2 2026, buying an estimated $560K and bringing the position to 44,165 shares worth $3.45M. The position accounts for 0.34% of the portfolio, ranked #88.

Greenwood Capital Associates first reported a position in JMEE in Q4 2024 and has held it in 7 quarters since. 196 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Greenwood Capital Associates held 44,165 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $3.45M as of Q2 2026.
Greenwood Capital Associates bought 7,645 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $560K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.34% of Greenwood Capital Associates's portfolio in Q2 2026, its #88 holding.
Greenwood Capital Associates first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2024 and has held it in 7 quarters since.
196 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.