Nestegg Advisors’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Nestegg Advisors’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	$302K	Hold	3,870	–	–	0.21%	44
2026 Q1	$258K	Hold	3,870	–	–	0.23%	45
2025 Q4	$249K	Hold	3,870	–	–	0.21%	48
2025 Q3	$245K	Hold	3,870	–	–	0.22%	46
2025 Q2	$229K	Hold	3,870	–	–	0.22%	42
2025 Q1	$217K	Hold	3,870	–	–	0.23%	42
2024 Q4	$242K	Buy	+3,870	New	+$242K	0.24%	41

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

Nestegg Advisors's JMEE Position: Q2 2026 in Review

Nestegg Advisors held its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) position steady in Q2 2026 at 3,870 shares worth $302K. The position accounts for 0.21% of the portfolio, ranked #44.

Nestegg Advisors first reported a position in JMEE in Q4 2024 and has held it in 7 quarters since. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Nestegg Advisors held 3,870 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $302K as of Q2 2026.
Nestegg Advisors left its JPMorgan Small & Mid Cap Enhanced Equity ETF share count unchanged in Q2 2026.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.21% of Nestegg Advisors's portfolio in Q2 2026, its #44 holding.
Nestegg Advisors first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2024 and has held it in 7 quarters since.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Nestegg Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.