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 Q2	$399K	Hold	5,115	–	–	0.3%	57
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 $1.81T 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

Luts & Greenleigh Group's JMEE Position: Q2 2026 in Review

Luts & Greenleigh Group held its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) position steady in Q2 2026 at 5,115 shares worth $399K. The position accounts for 0.3% of the portfolio, ranked #57.

Luts & Greenleigh Group first reported a position in JMEE in Q3 2025 and has held it in 4 quarters since. 196 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Luts & Greenleigh Group held 5,115 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $399K as of Q2 2026.
Luts & Greenleigh Group left its JPMorgan Small & Mid Cap Enhanced Equity ETF share count unchanged in Q2 2026.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.3% of Luts & Greenleigh Group's portfolio in Q2 2026, its #57 holding.
Luts & Greenleigh Group first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q3 2025 and has held it in 4 quarters since.
196 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Luts & Greenleigh Group's 13F filing for Q2 2026, filed 7 Aug 2026.