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

Merit Financial 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	$1.86M	Sell	23,839 -379	-2%	-$27.8K	0.01%	780
2026 Q1	$1.62M	Sell	24,218 -1,200	-5%	-$81.7K	0.01%	772
2025 Q4	$1.64M	Sell	25,418 -6,026	-19%	-$386K	0.01%	718
2025 Q3	$1.99M	Sell	31,444 -2,829	-8%	-$175K	0.02%	575
2025 Q2	$2.03M	Sell	34,273 -2,648	-7%	-$148K	0.02%	517
2025 Q1	$2.07M	Buy	36,921 +3,582	+11%	+$214K	0.03%	411
2024 Q4	$2.02M	Buy	33,339 +19,394	+139%	+$1.21M	0.04%	352
2024 Q3	$850K	Buy	13,945 +354	+3%	+$20.8K	0.02%	457
2024 Q2	$770K	Buy	13,591 +2,977	+28%	+$169K	0.02%	479
2024 Q1	$599K	Buy	10,614 +823	+8%	+$45K	0.01%	527
2023 Q4	$526K	Buy	+9,791	New	+$483K	0.02%	482

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

Merit Financial Group's JMEE Position: Q2 2026 in Review

Merit Financial Group reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 1.6% in Q2 2026, selling an estimated $27.8K and leaving 23,839 shares worth $1.86M. The position accounts for 0.01% of the portfolio, ranked #780.

Merit Financial Group first reported a position in JMEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.07M in Q1 2025. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Merit Financial Group held 23,839 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $1.86M as of Q2 2026.
Merit Financial Group sold 379 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $27.8K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #780 holding.
Merit Financial Group first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2023 and has held it in 11 quarters since.
Merit Financial Group's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $2.07M in Q1 2025.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.