Planning Strategies
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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
Q3 		$2.98M Buy
40,486
+1,038
+3% +$79.5K 1.76% 14
2026
Q2 		$3.08M Buy
+39,448
New +$2.89M 1.92% 14

Other funds holding JMEE

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management Cincinnati, Ohio $8.23B AUM 17.87% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Planning Strategies's JMEE Position: Q3 2026 in Review

Planning Strategies increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 2.6% in Q3 2026, buying an estimated $79.5K and bringing the position to 40,486 shares worth $2.98M. The position accounts for 1.76% of the portfolio, ranked #14.

Planning Strategies first reported a position in JMEE in Q2 2026 and has held it in 2 quarters since. The position peaked at $3.08M in Q2 2026. 176 funds tracked by Wall St. Rank hold JMEE as of Q3 2026.

  • Planning Strategies held 40,486 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $2.98M as of Q3 2026.
  • Planning Strategies bought 1,038 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q3 2026, an estimated $79.5K.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF made up 1.76% of Planning Strategies's portfolio in Q3 2026, its #14 holding.
  • Planning Strategies first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • Planning Strategies's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $3.08M in Q2 2026.
  • 176 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.