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 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 $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 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 Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Independent Advisor Alliance's JMEE Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q1 2026: 283,108 shares worth $18.9M. The stake represents 0.2% of the portfolio and ranks #101 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in JMEE as recently as Q4 2024.

Independent Advisor Alliance first reported a position in JMEE in Q4 2024 and has held it in 2 quarters since. 177 funds tracked by Wall St. Rank hold JMEE as of Q1 2026.

Independent Advisor Alliance held 283,108 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $18.9M as of Q1 2026.
JPMorgan Small & Mid Cap Enhanced Equity ETF was a new Independent Advisor Alliance position in Q1 2026.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.2% of Independent Advisor Alliance's portfolio in Q1 2026, its #101 holding.
Independent Advisor Alliance first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2024 and has held it in 2 quarters since.
177 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.