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JP Morgan Chase’s
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
Stock Holding History
JP Morgan Chase’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
$684M
Buy
10,519,966
+4,556
+0%
+$310K
0.05%
343
2025
Q4
$677M
Sell
10,515,410
-20,672
-0.2%
-$1.32M
0.05%
339
2025
Q3
$668M
Buy
10,536,082
+23,428
+0.2%
+$1.45M
0.04%
359
2025
Q2
$622M
Buy
10,512,654
+10,609
+0.1%
+$594K
0.04%
369
2025
Q1
$588M
Sell
10,502,045
-120,586
-1%
-$7.21M
0.04%
352
2024
Q4
$642M
Sell
10,622,631
-74,429
-0.7%
-$4.66M
0.05%
326
2024
Q3
$652M
Buy
10,697,060
+17,497
+0.2%
+$1.03M
0.05%
318
2024
Q2
$605M
Sell
10,679,563
-287,636
-3%
-$16.3M
0.05%
324
2024
Q1
$642M
Sell
10,967,199
-1,126,300
-9%
-$61.6M
0.06%
323
2023
Q4
$650M
Sell
12,093,499
-87,462
-0.7%
-$4.31M
0.07%
300
2023
Q3
$590M
Sell
12,180,961
-31,280
-0.3%
-$1.58M
0.07%
276
2023
Q2
$613M
Buy
12,212,241
+17
+0%
+$808
0.07%
284
2023
Q1
$586M
Buy
12,212,224
+19
+0%
+$926
0.08%
280
2022
Q4
$562M
Sell
12,212,205
-436,001
-3%
-$21.1M
0.08%
263
2022
Q3
$562M
Sell
12,648,206
-574,682
-4%
-$28M
0.09%
249
2022
Q2
$606M
Buy
+13,222,888
New
+$639M
0.09%
235
Other funds holding JMEE
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
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
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
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
WWMSC
Wagner Wealth Management (South Carolina)
Greenville, South Carolina
$495M AUM
8.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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