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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
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

CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
FF
Fortitude Financial Spokane, Washington $111M AUM 16.12% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return