O'Shaughnessy Asset Management’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

O'Shaughnessy Asset 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	$2.58K	Sell	33 -65	-66%	-$4.76K	﹤0.01%	2515
2026 Q1	$6.54K	Sell	98 -11	-10%	-$749	﹤0.01%	2467
2025 Q4	$7.02K	Buy	+109	New	+$6.98K	﹤0.01%	2448

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

O'Shaughnessy Asset Management's JMEE Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 66% in Q2 2026, selling an estimated $4.76K and leaving 33 shares worth $2.58K. The position accounts for ﹤0.01% of the portfolio, ranked #2515.

O'Shaughnessy Asset Management first reported a position in JMEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.02K in Q4 2025. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

O'Shaughnessy Asset Management held 33 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $2.58K as of Q2 2026.
O'Shaughnessy Asset Management sold 65 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $4.76K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2515 holding.
O'Shaughnessy Asset Management first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2025 and has held it in 3 quarters since.
O'Shaughnessy Asset Management's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $7.02K in Q4 2025.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.