MGO One Seven’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

MGO One Seven’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	$1.33M	Buy	17,005 +1,383	+9%	+$101K	0.02%	628
2026 Q1	$1.04M	Buy	15,622 +5,817	+59%	+$396K	0.02%	645
2025 Q4	$631K	Buy	9,805 +1,812	+23%	+$116K	0.01%	791
2025 Q3	$507K	Sell	7,993 -90	-1%	-$5.56K	0.01%	808
2025 Q2	$479K	Buy	8,083 +133	+2%	+$7.44K	0.02%	742
2025 Q1	$445K	Sell	7,950 -7,950	-50%	-$475K	0.02%	665
2024 Q4	$961K	Sell	15,900 -12	-0.1%	-$752	0.04%	447
2024 Q3	$970K	Buy	+15,912	New	+$934K	0.04%	414

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

MGO One Seven's JMEE Position: Q2 2026 in Review

MGO One Seven increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 8.9% in Q2 2026, buying an estimated $101K and bringing the position to 17,005 shares worth $1.33M. The position accounts for 0.02% of the portfolio, ranked #628.

MGO One Seven first reported a position in JMEE in Q3 2024 and has held it in 8 quarters since. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

MGO One Seven held 17,005 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $1.33M as of Q2 2026.
MGO One Seven bought 1,383 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $101K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.02% of MGO One Seven's portfolio in Q2 2026, its #628 holding.
MGO One Seven first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q3 2024 and has held it in 8 quarters since.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.