Morgan Stanley’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Morgan Stanley’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	$637K	Buy	8,167 +5,260	+181%	+$386K	﹤0.01%	5434
2026 Q1	$194K	Buy	2,907 +37	+1%	+$2.52K	﹤0.01%	5888
2025 Q4	$185K	Sell	2,870 -509	-15%	-$32.6K	﹤0.01%	5959
2025 Q3	$214K	Sell	3,379 -463	-12%	-$28.6K	﹤0.01%	5859
2025 Q2	$228K	Buy	3,842 +1,339	+53%	+$74.9K	﹤0.01%	5798
2025 Q1	$140K	Hold	2,503	–	–	﹤0.01%	5872
2024 Q4	$151K	Hold	2,503	–	–	﹤0.01%	5882
2024 Q3	$153K	Hold	2,503	–	–	﹤0.01%	5845
2024 Q2	$142K	Sell	2,503 -12,590	-83%	-$714K	﹤0.01%	5819
2024 Q1	$883K	Buy	15,093 +11,504	+321%	+$629K	﹤0.01%	5028
2023 Q4	$193K	Sell	3,589 -649	-15%	-$32K	﹤0.01%	5718
2023 Q3	$205K	Hold	4,238	–	–	﹤0.01%	5565
2023 Q2	$213K	Sell	4,238 -89	-2%	-$4.23K	﹤0.01%	5623
2023 Q1	$208K	Sell	4,327 -402	-9%	-$19.6K	﹤0.01%	5694
2022 Q4	$218K	Sell	4,729 -498	-10%	-$24.2K	﹤0.01%	5633
2022 Q3	$232K	Sell	5,227 -3,719	-42%	-$181K	﹤0.01%	5657
2022 Q2	$410K	Buy	+8,946	New	+$432K	﹤0.01%	5518

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

Morgan Stanley's JMEE Position: Q2 2026 in Review

Morgan Stanley increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 181% in Q2 2026, buying an estimated $386K and bringing the position to 8,167 shares worth $637K. The position accounts for ﹤0.01% of the portfolio, ranked #5434.

Morgan Stanley first reported a position in JMEE in Q2 2022 and has held it in 17 quarters since. The position peaked at $883K in Q1 2024. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Morgan Stanley held 8,167 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $637K as of Q2 2026.
Morgan Stanley bought 5,260 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $386K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5434 holding.
Morgan Stanley first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2022 and has held it in 17 quarters since.
Morgan Stanley's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $883K in Q1 2024.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.