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

MTM 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	$757K	Buy	9,700 +1,542	+19%	+$113K	0.32%	48
2026 Q1	$545K	Buy	8,158 +1,642	+25%	+$112K	0.26%	53
2025 Q4	$419K	Buy	6,516 +1,374	+27%	+$87.9K	0.2%	59
2025 Q3	$326K	Buy	+5,142	New	+$318K	0.16%	65

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

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

MTM Financial Group increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 19% in Q2 2026, buying an estimated $113K and bringing the position to 9,700 shares worth $757K. The position accounts for 0.32% of the portfolio, ranked #48.

MTM Financial Group first reported a position in JMEE in Q3 2025 and has held it in 4 quarters since. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

MTM Financial Group held 9,700 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $757K as of Q2 2026.
MTM Financial Group bought 1,542 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $113K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.32% of MTM Financial Group's portfolio in Q2 2026, its #48 holding.
MTM Financial Group first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q3 2025 and has held it in 4 quarters since.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on MTM Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.