Raymond James Financial’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Raymond James Financial’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	$35.6M	Buy	455,639 +56,028	+14%	+$4.11M	0.01%	1148
2026 Q1	$26.7M	Buy	399,611 +14,571	+4%	+$992K	0.01%	1273
2025 Q4	$24.8M	Sell	385,040 -64,171	-14%	-$4.11M	0.01%	1289
2025 Q3	$28.5M	Buy	449,211 +40,452	+10%	+$2.5M	0.01%	1166
2025 Q2	$24.2M	Buy	408,759 +62,937	+18%	+$3.52M	0.01%	1222
2025 Q1	$19.4M	Buy	345,822 +185,164	+115%	+$11.1M	0.01%	1333
2024 Q4	$9.71M	Buy	+160,658	New	+$10.1M	﹤0.01%	1868

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

Raymond James Financial's JMEE Position: Q2 2026 in Review

Raymond James Financial increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 14% in Q2 2026, buying an estimated $4.11M and bringing the position to 455,639 shares worth $35.6M. The position accounts for 0.01% of the portfolio, ranked #1148.

Raymond James Financial first reported a position in JMEE in Q4 2024 and has held it in 7 quarters since. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Raymond James Financial held 455,639 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $35.6M as of Q2 2026.
Raymond James Financial bought 56,028 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $4.11M.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1148 holding.
Raymond James Financial first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2024 and has held it in 7 quarters since.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.