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Root Financial Partners’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Root Financial Partners’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
Q1 		– Sell
-1,162
Closed -$74.8K – 3516
2025
Q4 		$74.8K Buy
+1,162
New +$74.4K ﹤0.01% 571

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Root Financial Partners's JMEE Position: Q1 2026 in Review

Root Financial Partners sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q1 2026, closing a stake of 1,162 shares — an estimated $74.8K sold.

Root Financial Partners first reported a position in JMEE in Q4 2025 and held it in 1 quarter. The position peaked at $74.8K in Q4 2025. 177 funds tracked by Wall St. Rank hold JMEE as of Q1 2026.

  • Root Financial Partners reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,162 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q1 2026, an estimated $74.8K.
  • Root Financial Partners first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2025 and held it in 1 quarter.
  • Root Financial Partners's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $74.8K in Q4 2025.
  • 177 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.