Halbert Hargrove Global Advisors’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Halbert Hargrove Global 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 Q2	$41.7K	Buy	+534	New	+$39.1K	﹤0.01%	220

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

Halbert Hargrove Global Advisors's JMEE Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q2 2026: 534 shares worth $41.7K. The stake represents ﹤0.01% of the portfolio and ranks #220 among its holdings.

195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Halbert Hargrove Global Advisors held 534 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $41.7K as of Q2 2026.
JPMorgan Small & Mid Cap Enhanced Equity ETF was a new Halbert Hargrove Global Advisors position in Q2 2026.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #220 holding.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.