Luts & Greenleigh Group’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Luts & Greenleigh Group’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	$342K	Buy	5,115 +231	+5%	+$15.7K	0.27%	59
2025 Q4	$314K	Buy	4,884 +408	+9%	+$26.1K	0.27%	60
2025 Q3	$284K	Buy	+4,476	New	+$277K	0.25%	66

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

Luts & Greenleigh Group's JMEE Position: Q1 2026 in Review

Luts & Greenleigh Group increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 4.7% in Q1 2026, buying an estimated $15.7K and bringing the position to 5,115 shares worth $342K. The position accounts for 0.27% of the portfolio, ranked #59.

Luts & Greenleigh Group first reported a position in JMEE in Q3 2025 and has held it in 3 quarters since. 177 funds tracked by Wall St. Rank hold JMEE as of Q1 2026.

Luts & Greenleigh Group held 5,115 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $342K as of Q1 2026.
Luts & Greenleigh Group bought 231 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q1 2026, an estimated $15.7K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.27% of Luts & Greenleigh Group's portfolio in Q1 2026, its #59 holding.
Luts & Greenleigh Group first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q3 2025 and has held it in 3 quarters since.
177 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q1 2026.

Based on Luts & Greenleigh Group's 13F filing for Q1 2026, filed 5 May 2026.