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International Assets Investment Management’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

International Assets Investment Management’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 		$3.87K Hold
50
– – ﹤0.01% 2021
2026
Q1 		$3.36K Hold
50
– – ﹤0.01% 1909
2025
Q4 		$3.22K Buy
+50
New +$3.2K ﹤0.01% 1884
2024
Q3 		– Sell
-50
Closed -$2.83K – 2242
2024
Q2 		$2.83K Buy
+50
New +$2.83K ﹤0.01% 1951

Other funds holding JMEE

SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
MFP
Meridian Financial Partners Warrenton, Virginia $293M AUM 29.12% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
RMS
Retirement Management Systems Leonardtown, Maryland $488M AUM
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BPFA
Barnes Pettey Financial Advisors Clarksdale, Mississippi $319M AUM 23.56% 1-Year Est. Return

International Assets Investment Management's JMEE Position: Q2 2026 in Review

International Assets Investment Management held its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) position steady in Q2 2026 at 50 shares worth $3.87K. The position accounts for ﹤0.01% of the portfolio, ranked #2021.

International Assets Investment Management first reported a position in JMEE in Q2 2024 and has held it in 4 quarters since. 72 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

  • International Assets Investment Management held 50 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $3.87K as of Q2 2026.
  • International Assets Investment Management 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 International Assets Investment Management's portfolio in Q2 2026, its #2021 holding.
  • International Assets Investment Management first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2024 and has held it in 4 quarters since.
  • 72 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.