Lakeridge Wealth Management’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Lakeridge Wealth Management’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	$6.43M	Buy	82,410 +720	+0.9%	+$52.8K	2.36%	9
2026 Q1	$5.45M	Buy	81,690 +569	+0.7%	+$38.7K	2.35%	10
2025 Q4	$5.22M	Buy	81,121 +3,235	+4%	+$207K	2.37%	12
2025 Q3	$4.94M	Buy	77,886 +166	+0.2%	+$10.3K	2.2%	14
2025 Q2	$4.6M	Buy	77,720 +2,338	+3%	+$131K	2.12%	14
2025 Q1	$4.22M	Buy	75,382 +3,644	+5%	+$218K	2.11%	13
2024 Q4	$4.34M	Buy	71,738 +8,025	+13%	+$503K	2.24%	12
2024 Q3	$3.88M	Buy	63,713 +1,526	+2%	+$89.6K	2.13%	11
2024 Q2	$3.52M	Buy	62,187 +2,380	+4%	+$135K	2.12%	12
2024 Q1	$3.5M	Buy	59,807 +300	+0.5%	+$16.4K	2.27%	12
2023 Q4	$3.2M	Buy	+59,507	New	+$2.94M	2.31%	10

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

Lakeridge Wealth Management's JMEE Position: Q2 2026 in Review

Lakeridge Wealth Management increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 0.88% in Q2 2026, buying an estimated $52.8K and bringing the position to 82,410 shares worth $6.43M. The position accounts for 2.36% of the portfolio, ranked #9.

Lakeridge Wealth Management first reported a position in JMEE in Q4 2023 and has held it in 11 quarters since. 196 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Lakeridge Wealth Management held 82,410 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $6.43M as of Q2 2026.
Lakeridge Wealth Management bought 720 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $52.8K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 2.36% of Lakeridge Wealth Management's portfolio in Q2 2026, its #9 holding.
Lakeridge Wealth Management first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2023 and has held it in 11 quarters since.
196 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.