IFP Advisors’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

IFP 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	$58.3K	Hold	747	–	–	﹤0.01%	2309
2026 Q1	$49.9K	Hold	747	–	–	﹤0.01%	2243
2025 Q4	$48.1K	Sell	747 -24	-3%	-$1.54K	﹤0.01%	2209
2025 Q3	$48.9K	Sell	771 -142	-16%	-$8.77K	﹤0.01%	2084
2025 Q2	$54K	Buy	913 +140	+18%	+$7.84K	﹤0.01%	2006
2025 Q1	$43.2K	Sell	773 -180	-19%	-$10.8K	﹤0.01%	1954
2024 Q4	$57.6K	Buy	953 +234	+33%	+$14.7K	﹤0.01%	1762
2024 Q3	$43.8K	Buy	719 +250	+53%	+$14.7K	﹤0.01%	1793
2024 Q2	$26.6K	Buy	469 +341	+266%	+$19.3K	﹤0.01%	1951
2024 Q1	$7.49K	Buy	+128	New	+$7K	﹤0.01%	2331
2023 Q1	–	Sell	-464	Closed	-$22K	–	3936
2022 Q4	$22K	Hold	464	–	–	﹤0.01%	2813
2022 Q3	$22K	Hold	464	–	–	﹤0.01%	3000
2022 Q2	$22K	Buy	+464	New	+$22.4K	﹤0.01%	2758

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

IFP Advisors's JMEE Position: Q2 2026 in Review

IFP Advisors held its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) position steady in Q2 2026 at 747 shares worth $58.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2309.

IFP Advisors first reported a position in JMEE in Q2 2022 and has held it in 13 quarters since. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

IFP Advisors held 747 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $58.3K as of Q2 2026.
IFP Advisors left its JPMorgan Small & Mid Cap Enhanced Equity ETF share count unchanged in Q2 2026.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2309 holding.
IFP Advisors first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2022 and has held it in 13 quarters since.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.