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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
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

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

Rockland Trust's JMEE Position: Q2 2026 in Review

Rockland Trust increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 18% in Q2 2026, buying an estimated $122K and bringing the position to 10,821 shares worth $844K. The position accounts for 0.03% of the portfolio, ranked #167.

Rockland Trust first reported a position in JMEE in Q3 2022 and has held it in 16 quarters since. The position peaked at $15M in Q2 2023. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

  • Rockland Trust held 10,821 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $844K as of Q2 2026.
  • Rockland Trust bought 1,662 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $122K.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.03% of Rockland Trust's portfolio in Q2 2026, its #167 holding.
  • Rockland Trust first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q3 2022 and has held it in 16 quarters since.
  • Rockland Trust's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $15M in Q2 2023.
  • 195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.