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Integrated Wealth Concepts’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Integrated Wealth Concepts’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 		$8.59M Buy
+110,138
New +$8.07M 0.04% 398

Other funds holding JMEE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
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
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of New York Mellon
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Integrated Wealth Concepts's JMEE Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q2 2026: 110,138 shares worth $8.59M. The stake represents 0.04% of the portfolio and ranks #398 among its holdings.

195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

  • Integrated Wealth Concepts held 110,138 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $8.59M as of Q2 2026.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.04% of Integrated Wealth Concepts's portfolio in Q2 2026, its #398 holding.
  • 195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.