McIlrath & Eck’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

McIlrath & Eck’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	$1.03K	Sell	15 -1	-6%	-$68	﹤0.01%	1482
2025 Q4	$998	Buy	16 +1	+7%	+$64	﹤0.01%	928
2025 Q3	$972	Hold	15	–	–	﹤0.01%	893
2025 Q2	$908	Hold	15	–	–	﹤0.01%	878
2025 Q1	$858	Hold	15	–	–	﹤0.01%	877
2024 Q4	$927	Hold	15	–	–	﹤0.01%	913
2024 Q3	$926	Hold	15	–	–	﹤0.01%	907
2024 Q2	$860	Hold	15	–	–	﹤0.01%	880
2024 Q1	$889	Hold	15	–	–	﹤0.01%	868
2023 Q4	$816	Hold	15	–	–	﹤0.01%	861
2023 Q3	$727	Hold	15	–	–	﹤0.01%	831
2023 Q2	$752	Hold	15	–	–	﹤0.01%	838
2023 Q1	$719	Hold	15	–	–	﹤0.01%	861
2022 Q4	$691	Hold	15	–	–	﹤0.01%	815
2022 Q3	$1K	Buy	+15	New	+$731	﹤0.01%	800

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

McIlrath & Eck's JMEE Position: Q1 2026 in Review

McIlrath & Eck reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 6.3% in Q1 2026, selling an estimated $68 and leaving 15 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1482.

McIlrath & Eck first reported a position in JMEE in Q3 2022 and has held it in 15 quarters since. 177 funds tracked by Wall St. Rank hold JMEE as of Q1 2026.

McIlrath & Eck held 15 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $1.03K as of Q1 2026.
McIlrath & Eck sold 1 JPMorgan Small & Mid Cap Enhanced Equity ETF share in Q1 2026, an estimated $68.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #1482 holding.
McIlrath & Eck first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q3 2022 and has held it in 15 quarters since.
177 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.