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 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 $1.56T 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

Janney Montgomery Scott's JMEE Position: Q1 2026 in Review

Janney Montgomery Scott reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 11% in Q1 2026, selling an estimated $27.1K and leaving 3,178 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #2601.

Janney Montgomery Scott first reported a position in JMEE in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.79M in Q1 2025. 177 funds tracked by Wall St. Rank hold JMEE as of Q1 2026.

Janney Montgomery Scott held 3,178 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $212K as of Q1 2026.
Janney Montgomery Scott sold 398 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q1 2026, an estimated $27.1K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2601 holding.
Janney Montgomery Scott first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2024 and has held it in 8 quarters since.
Janney Montgomery Scott's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $4.79M in Q1 2025.
177 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.