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 Q2	$47.8M	Buy	618,478 +159,065	+35%	+$11.7M	0.02%	423
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 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies's JMEE Position: Q2 2026 in Review

Jones Financial Companies increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 35% in Q2 2026, buying an estimated $11.7M and bringing the position to 618,478 shares worth $47.8M. The position accounts for 0.02% of the portfolio, ranked #423.

Jones Financial Companies first reported a position in JMEE in Q1 2024 and has held it in 10 quarters since. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Jones Financial Companies held 618,478 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $47.8M as of Q2 2026.
Jones Financial Companies bought 159,065 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $11.7M.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.02% of Jones Financial Companies's portfolio in Q2 2026, its #423 holding.
Jones Financial Companies first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q1 2024 and has held it in 10 quarters since.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.