Jones Financial Companies
JMEE icon

Jones Financial Companies’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Jones Financial Companies’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 		$30.1M Buy
459,413
+53,264
+13% +$3.63M 0.01% 481
2025
Q4 		$26.1M Buy
406,149
+79,805
+24% +$5.11M 0.02% 280
2025
Q3 		$20.7M Buy
326,344
+38,088
+13% +$2.35M 0.01% 289
2025
Q2 		$17.1M Buy
288,256
+84,545
+42% +$4.73M 0.01% 286
2025
Q1 		$11.4M Buy
203,711
+88,966
+78% +$5.32M 0.01% 296
2024
Q4 		$6.94M Buy
114,745
+73,599
+179% +$4.61M 0.01% 312
2024
Q3 		$2.5M Buy
41,146
+18,045
+78% +$1.06M ﹤0.01% 405
2024
Q2 		$1.31M Buy
23,101
+19,926
+628% +$1.13M ﹤0.01% 386
2024
Q1 		$186K Buy
+3,175
New +$174K ﹤0.01% 468

Other funds holding JMEE

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B 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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.05B AUM 15.06% 1-Year Est. Return
Bank of New York Mellon
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
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return