Jeff Yass’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Jeff Yass’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	$3.13M	Buy	+40,052	New	+$2.94M	﹤0.01%	5540
2026 Q1	–	Sell	-17,731	Closed	-$1.14M	–	13639
2025 Q4	$1.14M	Sell	17,731 -13,384	-43%	-$857K	﹤0.01%	6889
2025 Q3	$1.97M	Buy	+31,115	New	+$1.92M	﹤0.01%	5826
2025 Q2	–	Sell	-26,181	Closed	-$1.47M	–	13205
2025 Q1	$1.47M	Buy	+26,181	New	+$1.56M	﹤0.01%	6274
2024 Q3	–	Sell	-38,161	Closed	-$2.16M	–	12510
2024 Q2	$2.16M	Buy	+38,161	New	+$2.16M	﹤0.01%	4956
2022 Q3	–	Sell	-6,763	Closed	-$310K	–	13672
2022 Q2	$310K	Buy	+6,763	New	+$327K	﹤0.01%	9479

Other funds holding JMEE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jeff Yass's JMEE Position: Q2 2026 in Review

Jeff Yass opened a new position in JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q2 2026: 40,052 shares worth $3.13M. The stake represents ﹤0.01% of the portfolio and ranks #5540 among its holdings. This is a return to the name: Jeff Yass previously reported a position in JMEE as recently as Q4 2025.

Jeff Yass first reported a position in JMEE in Q2 2022 and has held it in 6 quarters since. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Jeff Yass held 40,052 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $3.13M as of Q2 2026.
JPMorgan Small & Mid Cap Enhanced Equity ETF was a new Jeff Yass position in Q2 2026.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #5540 holding.
Jeff Yass first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2022 and has held it in 6 quarters since.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.