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

Planning Strategies’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	$3.08M	Buy	+39,448	New	+$2.89M	1.92%	14

Other funds holding JMEE

JP Morgan Chase New York $1.81T AUM 41.13% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Planning Strategies's JMEE Position: Q2 2026 in Review

Planning Strategies opened a new position in JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q2 2026: 39,448 shares worth $3.08M. The stake represents 1.92% of the portfolio and ranks #14 among its holdings.

190 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Planning Strategies held 39,448 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $3.08M as of Q2 2026.
JPMorgan Small & Mid Cap Enhanced Equity ETF was a new Planning Strategies position in Q2 2026.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 1.92% of Planning Strategies's portfolio in Q2 2026, its #14 holding.
190 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.