Independent Advisor Alliance’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Independent Advisor Alliance’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	$1.2M	Sell	15,393 -267,715	-95%	-$19.6M	0.03%	413
2026 Q1	$18.9M	Buy	+283,108	New	+$19.3M	0.2%	101
2025 Q1	–	Sell	-130,880	Closed	-$7.91M	–	1124
2024 Q4	$7.91M	Buy	+130,880	New	+$8.2M	0.1%	196

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

Independent Advisor Alliance's JMEE Position: Q2 2026 in Review

Independent Advisor Alliance reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 95% in Q2 2026, selling an estimated $19.6M and leaving 15,393 shares worth $1.2M. The position accounts for 0.03% of the portfolio, ranked #413.

Independent Advisor Alliance first reported a position in JMEE in Q4 2024 and has held it in 3 quarters since. The position peaked at $18.9M in Q1 2026. 196 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Independent Advisor Alliance held 15,393 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $1.2M as of Q2 2026.
Independent Advisor Alliance sold 267,715 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $19.6M.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.03% of Independent Advisor Alliance's portfolio in Q2 2026, its #413 holding.
Independent Advisor Alliance first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2024 and has held it in 3 quarters since.
Independent Advisor Alliance's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $18.9M in Q1 2026.
196 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.