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

Kestra Private Wealth 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	$455K	Sell	5,829 -12	-0.2%	-$880	0.01%	1293
2026 Q1	$390K	Sell	5,841 -274	-4%	-$18.7K	﹤0.01%	1327
2025 Q4	$394K	Sell	6,115 -1,339	-18%	-$85.7K	﹤0.01%	1297
2025 Q3	$473K	Sell	7,454 -10,643	-59%	-$657K	0.01%	1125
2025 Q2	$1.07M	Buy	18,097 +2,471	+16%	+$138K	0.02%	723
2025 Q1	$875K	Buy	15,626 +8,123	+108%	+$486K	0.01%	725
2024 Q4	$454K	Sell	7,503 -98	-1%	-$6.14K	0.01%	967
2024 Q3	$463K	Buy	7,601 +892	+13%	+$52.3K	0.01%	909
2024 Q2	$380K	Buy	6,709 +1,737	+35%	+$98.5K	0.01%	944
2024 Q1	$291K	Buy	+4,972	New	+$272K	0.01%	1026

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

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

Kestra Private Wealth Services's JMEE Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 0.21% in Q2 2026, selling an estimated $880 and leaving 5,829 shares worth $455K. The position accounts for 0.01% of the portfolio, ranked #1293.

Kestra Private Wealth Services first reported a position in JMEE in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.07M in Q2 2025. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Kestra Private Wealth Services held 5,829 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $455K as of Q2 2026.
Kestra Private Wealth Services sold 12 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $880.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1293 holding.
Kestra Private Wealth Services first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q1 2024 and has held it in 10 quarters since.
Kestra Private Wealth Services's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $1.07M in Q2 2025.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.