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Modern Wealth Management’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Modern Wealth 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 		$6.32M Buy
81,030
+22,794
+39% +$1.67M 0.08% 233
2026
Q1 		$3.92M Buy
58,236
+32,065
+123% +$2.18M 0.07% 227
2025
Q4 		$1.68M Buy
+26,171
New +$1.68M 0.03% 326

Other funds holding JMEE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Cetera Investment Advisers
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of New York Mellon
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Modern Wealth Management's JMEE Position: Q2 2026 in Review

Modern Wealth Management increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 39% in Q2 2026, buying an estimated $1.67M and bringing the position to 81,030 shares worth $6.32M. The position accounts for 0.08% of the portfolio, ranked #233.

Modern Wealth Management first reported a position in JMEE in Q4 2025 and has held it in 3 quarters since. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

  • Modern Wealth Management held 81,030 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $6.32M as of Q2 2026.
  • Modern Wealth Management bought 22,794 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $1.67M.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.08% of Modern Wealth Management's portfolio in Q2 2026, its #233 holding.
  • Modern Wealth Management first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

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