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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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s JMEE Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 2.4% in Q1 2026, buying an estimated $14.2K and bringing the position to 9,011 shares worth $602K. The position accounts for 0.3% of the portfolio, ranked #85.

Heritage Wealth Management (Ohio) first reported a position in JMEE in Q1 2025 and has held it in 5 quarters since. 177 funds tracked by Wall St. Rank hold JMEE as of Q1 2026.

  • Heritage Wealth Management (Ohio) held 9,011 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $602K as of Q1 2026.
  • Heritage Wealth Management (Ohio) bought 208 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q1 2026, an estimated $14.2K.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.3% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #85 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 5 quarters since.
  • 177 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.