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

&Partners’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	$444K	Sell	5,722 -797	-12%	-$58.4K	﹤0.01%	1904
2026 Q1	$435K	Sell	6,519 -10,893	-63%	-$742K	﹤0.01%	1777
2025 Q4	$1.12M	Sell	17,412 -731	-4%	-$46.8K	0.01%	1154
2025 Q3	$1.15M	Buy	18,143 +5,961	+49%	+$368K	0.01%	1020
2025 Q2	$731K	Buy	12,182 +793	+7%	+$44.4K	0.01%	1144
2025 Q1	$635K	Buy	+11,389	New	+$681K	0.01%	1025

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

&Partners's JMEE Position: Q2 2026 in Review

&Partners reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 12% in Q2 2026, selling an estimated $58.4K and leaving 5,722 shares worth $444K. The position accounts for ﹤0.01% of the portfolio, ranked #1904.

&Partners first reported a position in JMEE in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.15M in Q3 2025. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

&Partners held 5,722 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $444K as of Q2 2026.
&Partners sold 797 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $58.4K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1904 holding.
&Partners first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q1 2025 and has held it in 6 quarters since.
&Partners's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $1.15M in Q3 2025.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.