Keating Financial Advisory Services’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Keating Financial Advisory Services’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	$1.26M	Buy	16,177 +7,142	+79%	+$524K	0.17%	90
2026 Q1	$603K	Buy	9,035 +4,360	+93%	+$297K	0.1%	136
2025 Q4	$301K	Buy	+4,675	New	+$299K	0.04%	293

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 $1.3B AUM 10.88% 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

Keating Financial Advisory Services's JMEE Position: Q2 2026 in Review

Keating Financial Advisory Services increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 79% in Q2 2026, buying an estimated $524K and bringing the position to 16,177 shares worth $1.26M. The position accounts for 0.17% of the portfolio, ranked #90.

Keating Financial Advisory Services first reported a position in JMEE in Q4 2025 and has held it in 3 quarters since. 196 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Keating Financial Advisory Services held 16,177 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $1.26M as of Q2 2026.
Keating Financial Advisory Services bought 7,142 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $524K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.17% of Keating Financial Advisory Services's portfolio in Q2 2026, its #90 holding.
Keating Financial Advisory Services first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2025 and has held it in 3 quarters since.
196 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.