Heritage Wealth Management (Ohio)’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Heritage Wealth Management (Ohio)’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	$739K	Buy	9,466 +455	+5%	+$33.4K	0.18%	124
2026 Q1	$602K	Buy	9,011 +208	+2%	+$14.2K	0.3%	85
2025 Q4	$567K	Buy	8,803 +1,868	+27%	+$120K	0.16%	139
2025 Q3	$440K	Buy	6,935 +1,377	+25%	+$85.1K	0.13%	154
2025 Q2	$329K	Buy	5,558 +1,561	+39%	+$87.4K	0.11%	179
2025 Q1	$224K	Buy	+3,997	New	+$239K	0.08%	211

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

Heritage Wealth Management (Ohio)'s JMEE Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 5% in Q2 2026, buying an estimated $33.4K and bringing the position to 9,466 shares worth $739K. The position accounts for 0.18% of the portfolio, ranked #124.

Heritage Wealth Management (Ohio) first reported a position in JMEE in Q1 2025 and has held it in 6 quarters since. 196 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Heritage Wealth Management (Ohio) held 9,466 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $739K as of Q2 2026.
Heritage Wealth Management (Ohio) bought 455 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $33.4K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.18% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #124 holding.
Heritage Wealth Management (Ohio) first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q1 2025 and has held it in 6 quarters since.
196 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.