MML Investors Services
JMEE icon

MML Investors Services’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

MML Investors Services’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 		$9.15M Buy
117,247
+25,592
+28% +$1.88M 0.02% 672
2026
Q1 		$6.12M Buy
91,655
+25,895
+39% +$1.76M 0.02% 723
2025
Q4 		$4.23M Buy
65,760
+44,542
+210% +$2.85M 0.01% 949
2025
Q3 		$1.35M Buy
21,218
+12,755
+151% +$788K ﹤0.01% 1532
2025
Q2 		$501K Buy
8,463
+977
+13% +$54.7K ﹤0.01% 2094
2025
Q1 		$419K Buy
7,486
+532
+8% +$31.8K ﹤0.01% 2098
2024
Q4 		$421K Buy
6,954
+1,225
+21% +$76.7K ﹤0.01% 2025
2024
Q3 		$349K Buy
+5,729
New +$336K ﹤0.01% 2070

Other funds holding JMEE

LPL Financial
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
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
MFP
Meridian Financial Partners Warrenton, Virginia $293M AUM 29.12% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.85B AUM 60.56% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
RMS
Retirement Management Systems Leonardtown, Maryland $488M AUM

MML Investors Services's JMEE Position: Q2 2026 in Review

MML Investors Services increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 28% in Q2 2026, buying an estimated $1.88M and bringing the position to 117,247 shares worth $9.15M. The position accounts for 0.02% of the portfolio, ranked #672.

MML Investors Services first reported a position in JMEE in Q3 2024 and has held it in 8 quarters since. 119 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

  • MML Investors Services held 117,247 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $9.15M as of Q2 2026.
  • MML Investors Services bought 25,592 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $1.88M.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.02% of MML Investors Services's portfolio in Q2 2026, its #672 holding.
  • MML Investors Services first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q3 2024 and has held it in 8 quarters since.
  • 119 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.