RT
JMEE icon

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

Rockland Trust’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 		$1.07M Buy
14,592
+3,771
+35% +$289K 0.04% 133
2026
Q2 		$844K Buy
10,821
+1,662
+18% +$122K 0.03% 167
2026
Q1 		$612K Buy
9,159
+613
+7% +$41.7K 0.02% 203
2025
Q4 		$550K Sell
8,546
-710
-8% -$45.4K 0.02% 211
2025
Q3 		$587K Sell
9,256
-475
-5% -$29.3K 0.02% 207
2025
Q2 		$576K Sell
9,731
-481
-5% -$26.9K 0.03% 173
2025
Q1 		$572K Sell
10,212
-1,243
-11% -$74.3K 0.03% 171
2024
Q4 		$693K Sell
11,455
-1,365
-11% -$85.5K 0.04% 165
2024
Q3 		$782K Sell
12,820
-4,584
-26% -$269K 0.04% 154
2024
Q2 		$986K Sell
17,404
-7,887
-31% -$447K 0.05% 136
2024
Q1 		$1.48M Sell
25,291
-6,707
-21% -$367K 0.08% 113
2023
Q4 		$1.72M Sell
31,998
-55,891
-64% -$2.76M 0.09% 107
2023
Q3 		$4.26M Sell
87,889
-211,897
-71% -$10.7M 0.26% 72
2023
Q2 		$15M Buy
299,786
+1,764
+0.6% +$83.8K 0.9% 36
2023
Q1 		$14.3M Sell
298,022
-4,729
-2% -$230K 0.9% 34
2022
Q4 		$13.9M Sell
302,751
-17,544
-5% -$851K 0.89% 41
2022
Q3 		$14.2M Buy
+320,295
New +$15.6M 1.01% 32

Other funds holding JMEE

SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Rockland Trust's JMEE Position: Q3 2026 in Review

Rockland Trust increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 35% in Q3 2026, buying an estimated $289K and bringing the position to 14,592 shares worth $1.07M. The position accounts for 0.04% of the portfolio, ranked #133.

Rockland Trust first reported a position in JMEE in Q3 2022 and has held it in 17 quarters since. The position peaked at $15M in Q2 2023. 18 funds tracked by Wall St. Rank hold JMEE as of Q3 2026.

  • Rockland Trust held 14,592 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $1.07M as of Q3 2026.
  • Rockland Trust bought 3,771 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q3 2026, an estimated $289K.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.04% of Rockland Trust's portfolio in Q3 2026, its #133 holding.
  • Rockland Trust first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q3 2022 and has held it in 17 quarters since.
  • Rockland Trust's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $15M in Q2 2023.
  • 18 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q3 2026.

Based on Rockland Trust's 13F filing for Q3 2026, filed 5 Oct 2026.