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Private Advisor Group’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Private Advisor Group’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 		$9.6M Buy
123,055
+15,575
+14% +$1.14M 0.04% 400
2026
Q1 		$7.18M Buy
107,480
+2,604
+2% +$177K 0.03% 507
2025
Q4 		$6.75M Buy
104,876
+36,434
+53% +$2.33M 0.03% 508
2025
Q3 		$4.34M Sell
68,442
-418
-0.6% -$25.8K 0.02% 685
2025
Q2 		$4.08M Buy
68,860
+47,414
+221% +$2.65M 0.02% 654
2025
Q1 		$1.2M Buy
21,446
+3,683
+21% +$220K 0.01% 1152
2024
Q4 		$1.07M Buy
17,763
+1,286
+8% +$80.6K 0.01% 1184
2024
Q3 		$1M Sell
16,477
-522
-3% -$30.6K 0.01% 1231
2024
Q2 		$963K Buy
16,999
+981
+6% +$55.6K 0.01% 1224
2024
Q1 		$938K Sell
16,018
-1,707
-10% -$93.3K 0.01% 1185
2023
Q4 		$952K Buy
17,725
+1,128
+7% +$55.6K 0.01% 1140
2023
Q3 		$804K Buy
16,597
+11,165
+206% +$564K 0.01% 1150
2023
Q2 		$272K Buy
+5,432
New +$258K ﹤0.01% 1689
2022
Q4 		– Sell
-8,958
Closed -$398K – 1824
2022
Q3 		$398K Buy
8,958
+17
+0.2% +$828 ﹤0.01% 1348
2022
Q2 		$410K Buy
+8,941
New +$432K ﹤0.01% 1497

Other funds holding JMEE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
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
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of New York Mellon
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Private Advisor Group's JMEE Position: Q2 2026 in Review

Private Advisor Group increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 14% in Q2 2026, buying an estimated $1.14M and bringing the position to 123,055 shares worth $9.6M. The position accounts for 0.04% of the portfolio, ranked #400.

Private Advisor Group first reported a position in JMEE in Q2 2022 and has held it in 15 quarters since. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

  • Private Advisor Group held 123,055 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $9.6M as of Q2 2026.
  • Private Advisor Group bought 15,575 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $1.14M.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.04% of Private Advisor Group's portfolio in Q2 2026, its #400 holding.
  • Private Advisor Group first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2022 and has held it in 15 quarters since.
  • 195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.