Janney Montgomery Scott’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Janney Montgomery Scott’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 Q3	$269K	Buy	3,655 +520	+17%	+$39.8K	﹤0.01%	2832
2026 Q2	$245K	Sell	3,135 -43	-1%	-$3.15K	﹤0.01%	2874
2026 Q1	$212K	Sell	3,178 -398	-11%	-$27.1K	﹤0.01%	2601
2025 Q4	$230K	Sell	3,576 -53,054	-94%	-$3.4M	﹤0.01%	2730
2025 Q3	$3.59M	Sell	56,630 -219	-0.4%	-$13.5K	0.01%	1036
2025 Q2	$3.37M	Sell	56,849 -28,748	-34%	-$1.61M	0.01%	984
2025 Q1	$4.79M	Buy	85,597 +11,697	+16%	+$699K	0.01%	792
2024 Q4	$4.47M	Buy	73,900 +51,057	+224%	+$3.2M	0.01%	820
2024 Q3	$1.39M	Buy	22,843 +17,895	+362%	+$1.05M	﹤0.01%	1321
2024 Q2	$280K	Buy	+4,948	New	+$280K	﹤0.01%	2248

Other funds holding JMEE

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Bartlett & Co Wealth Management Cincinnati, Ohio $8.23B AUM 17.87% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Janney Montgomery Scott's JMEE Position: Q3 2026 in Review

Janney Montgomery Scott increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 17% in Q3 2026, buying an estimated $39.8K and bringing the position to 3,655 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #2832.

Janney Montgomery Scott first reported a position in JMEE in Q2 2024 and has held it in 10 quarters since. The position peaked at $4.79M in Q1 2025. 168 funds tracked by Wall St. Rank hold JMEE as of Q3 2026.

Janney Montgomery Scott held 3,655 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $269K as of Q3 2026.
Janney Montgomery Scott bought 520 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q3 2026, an estimated $39.8K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q3 2026, its #2832 holding.
Janney Montgomery Scott first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2024 and has held it in 10 quarters since.
Janney Montgomery Scott's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $4.79M in Q1 2025.
168 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q3 2026.

Based on Janney Montgomery Scott's 13F filing for Q3 2026, filed 12 Nov 2026.