Hazlett, Burt & Watson’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Hazlett, Burt & Watson’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	$136K	Hold	1,735	–	–	0.04%	320
2026 Q1	$116K	Hold	1,735	–	–	0.04%	324
2025 Q4	$112K	Hold	1,735	–	–	0.04%	329
2025 Q3	$111K	Sell	1,735 -150	-8%	-$9.27K	0.04%	299
2025 Q2	$111K	Hold	1,885	–	–	0.05%	267
2025 Q1	$105K	Buy	1,885 +75	+4%	+$4.48K	0.05%	268
2024 Q4	$109K	Hold	1,810	–	–	0.05%	268
2024 Q3	$110K	Buy	1,810 +50	+3%	+$2.93K	0.05%	266
2024 Q2	$99K	Buy	1,760 +760	+76%	+$43.1K	0.05%	264
2024 Q1	$60K	Buy	+1,000	New	+$54.7K	0.04%	308

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

Hazlett, Burt & Watson's JMEE Position: Q2 2026 in Review

Hazlett, Burt & Watson held its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) position steady in Q2 2026 at 1,735 shares worth $136K. The position accounts for 0.04% of the portfolio, ranked #320.

Hazlett, Burt & Watson first reported a position in JMEE in Q1 2024 and has held it in 10 quarters since. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Hazlett, Burt & Watson held 1,735 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $136K as of Q2 2026.
Hazlett, Burt & Watson left its JPMorgan Small & Mid Cap Enhanced Equity ETF share count unchanged in Q2 2026.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.04% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #320 holding.
Hazlett, Burt & Watson first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q1 2024 and has held it in 10 quarters since.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.