LPL Financial
JMEE icon

LPL Financial’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

LPL Financial’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 		$142M Buy
2,132,205
+181,933
+9% +$12.4M 0.04% 443
2025
Q4 		$126M Buy
1,950,272
+133,225
+7% +$8.53M 0.03% 467
2025
Q3 		$115M Sell
1,817,047
-159,386
-8% -$9.85M 0.03% 471
2025
Q2 		$117M Buy
1,976,433
+227,132
+13% +$12.7M 0.04% 425
2025
Q1 		$97.9M Buy
1,749,301
+221,099
+14% +$13.2M 0.04% 433
2024
Q4 		$92.4M Buy
1,528,202
+427,626
+39% +$26.8M 0.04% 427
2024
Q3 		$67.1M Buy
1,100,576
+276,849
+34% +$16.2M 0.03% 505
2024
Q2 		$46.7M Buy
823,727
+158,402
+24% +$8.98M 0.02% 591
2024
Q1 		$38.9M Buy
665,325
+225,906
+51% +$12.3M 0.02% 639
2023
Q4 		$23.6M Buy
439,419
+90,205
+26% +$4.45M 0.01% 808
2023
Q3 		$16.9M Sell
349,214
-117,915
-25% -$5.96M 0.01% 876
2023
Q2 		$23.4M Buy
467,129
+65,365
+16% +$3.11M 0.02% 728
2023
Q1 		$19.3M Buy
401,764
+10,608
+3% +$517K 0.02% 765
2022
Q4 		$18M Buy
391,156
+31,194
+9% +$1.51M 0.02% 751
2022
Q3 		$16M Buy
359,962
+71,712
+25% +$3.49M 0.02% 737
2022
Q2 		$13.2M Buy
+288,250
New +$13.9M 0.01% 827

Other funds holding JMEE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
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
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
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

LPL Financial's JMEE Position: Q1 2026 in Review

LPL Financial increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 9.3% in Q1 2026, buying an estimated $12.4M and bringing the position to 2,132,205 shares worth $142M. The position accounts for 0.04% of the portfolio, ranked #443.

LPL Financial first reported a position in JMEE in Q2 2022 and has held it in 16 quarters since. 177 funds tracked by Wall St. Rank hold JMEE as of Q1 2026.

  • LPL Financial held 2,132,205 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $142M as of Q1 2026.
  • LPL Financial bought 181,933 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q1 2026, an estimated $12.4M.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.04% of LPL Financial's portfolio in Q1 2026, its #443 holding.
  • LPL Financial first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2022 and has held it in 16 quarters since.
  • 177 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.