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

Kestra 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 Q1	$6.78M	Buy	101,580 +2,434	+2%	+$166K	0.03%	640
2025 Q4	$6.38M	Buy	99,146 +6,290	+7%	+$403K	0.03%	595
2025 Q3	$5.89M	Sell	92,856 -3,975	-4%	-$246K	0.03%	600
2025 Q2	$5.73M	Buy	96,831 +16,107	+20%	+$902K	0.03%	574
2025 Q1	$5.78M	Buy	80,724 +17,084	+27%	+$1.02M	0.03%	521
2024 Q4	$3.85M	Buy	63,640 +13,611	+27%	+$853K	0.02%	684
2024 Q3	$3.05M	Buy	50,029 +2,533	+5%	+$149K	0.02%	766
2024 Q2	$2.69M	Buy	47,496 +1,162	+3%	+$65.9K	0.02%	823
2024 Q1	$2.71M	Buy	46,334 +31,875	+220%	+$1.74M	0.02%	756
2023 Q4	$777K	Buy	+14,459	New	+$713K	0.01%	1260

Other funds holding JMEE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B 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 $1.29B AUM 18.05% 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

Kestra Advisory Services's JMEE Position: Q1 2026 in Review

Kestra Advisory Services increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 2.5% in Q1 2026, buying an estimated $166K and bringing the position to 101,580 shares worth $6.78M. The position accounts for 0.03% of the portfolio, ranked #640.

Kestra Advisory Services first reported a position in JMEE in Q4 2023 and has held it in 10 quarters since. 177 funds tracked by Wall St. Rank hold JMEE as of Q1 2026.

Kestra Advisory Services held 101,580 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $6.78M as of Q1 2026.
Kestra Advisory Services bought 2,434 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q1 2026, an estimated $166K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.03% of Kestra Advisory Services's portfolio in Q1 2026, its #640 holding.
Kestra Advisory Services first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2023 and has held it in 10 quarters since.
177 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.