MAI Capital Management’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

MAI Capital 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	$308K	Sell	3,942 -150	-4%	-$11K	﹤0.01%	1571
2026 Q1	$273K	Buy	4,092 +51	+1%	+$3.47K	﹤0.01%	1318
2025 Q4	$260K	Hold	4,041	–	–	﹤0.01%	1200
2025 Q3	$256K	Hold	4,041	–	–	﹤0.01%	1170
2025 Q2	$239K	Buy	4,041 +3,269	+423%	+$183K	﹤0.01%	1105
2025 Q1	$43.2K	Hold	772	–	–	﹤0.01%	1821
2024 Q4	$46.7K	Buy	+772	New	+$48.4K	﹤0.01%	1803

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

MAI Capital Management's JMEE Position: Q2 2026 in Review

MAI Capital Management reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 3.7% in Q2 2026, selling an estimated $11K and leaving 3,942 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #1571.

MAI Capital Management first reported a position in JMEE in Q4 2024 and has held it in 7 quarters since. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

MAI Capital Management held 3,942 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $308K as of Q2 2026.
MAI Capital Management sold 150 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $11K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1571 holding.
MAI Capital Management first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2024 and has held it in 7 quarters since.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.