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

NewEdge 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	$2.06M	Buy	26,401 +4,751	+22%	+$348K	0.01%	1205
2026 Q1	$1.45M	Buy	21,650 +13,450	+164%	+$916K	0.01%	1278
2025 Q4	$528K	Sell	8,200 -236	-3%	-$15.1K	﹤0.01%	1924
2025 Q3	$535K	Buy	8,436 +592	+8%	+$36.6K	﹤0.01%	1768
2025 Q2	$464K	Sell	7,844 -2,115	-21%	-$118K	﹤0.01%	1739
2025 Q1	$558K	Sell	9,959 -1,143	-10%	-$68.3K	﹤0.01%	1524
2024 Q4	$671K	Sell	11,102 -767	-6%	-$48K	﹤0.01%	1376
2024 Q3	$724K	Buy	11,869 +3,000	+34%	+$176K	﹤0.01%	1259
2024 Q2	$502K	Buy	8,869 +8,833	+24,536%	+$501K	﹤0.01%	1421
2024 Q1	$2.11K	Buy	+36	New	+$1.97K	﹤0.01%	3355
2023 Q4	–	Sell	-1,331	Closed	-$64.5K	–	3821
2023 Q3	$64.5K	Hold	1,331	–	–	﹤0.01%	2007
2023 Q2	$66.8K	Buy	1,331 +1,273	+2,195%	+$60.5K	﹤0.01%	1995
2023 Q1	$2.78K	Buy	+58	New	+$2.83K	﹤0.01%	2952

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

NewEdge Advisors's JMEE Position: Q2 2026 in Review

NewEdge Advisors increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 22% in Q2 2026, buying an estimated $348K and bringing the position to 26,401 shares worth $2.06M. The position accounts for 0.01% of the portfolio, ranked #1205.

NewEdge Advisors first reported a position in JMEE in Q1 2023 and has held it in 13 quarters since. 196 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

NewEdge Advisors held 26,401 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $2.06M as of Q2 2026.
NewEdge Advisors bought 4,751 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $348K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1205 holding.
NewEdge Advisors first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q1 2023 and has held it in 13 quarters since.
196 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.