Rooted Wealth Advisors’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Rooted Wealth Advisors’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	–	Sell	-19,695	Closed	-$1.43M	–	154
2026 Q1	$1.43M	Buy	19,695 +543	+3%	+$37K	0.38%	48
2025 Q4	$1.31M	Buy	19,152 +1,553	+9%	+$99.4K	0.37%	50
2025 Q3	$1.13M	Buy	17,599 +659	+4%	+$40.7K	0.34%	46
2025 Q2	$1.03M	Buy	16,940 +1,349	+9%	+$75.5K	0.36%	43
2025 Q1	$793K	Buy	15,591 +1,476	+10%	+$88.2K	0.34%	43
2024 Q4	$855K	Buy	14,115 +1,408	+11%	+$88.2K	0.33%	45
2024 Q3	$767K	Buy	+12,707	New	+$746K	0.34%	44

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

Rooted Wealth Advisors's JMEE Position: Q2 2026 in Review

Rooted Wealth Advisors sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q2 2026, closing a stake of 19,695 shares — an estimated $1.43M sold.

Rooted Wealth Advisors first reported a position in JMEE in Q3 2024 and held it in 7 quarters. The position peaked at $1.43M in Q1 2026. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Rooted Wealth Advisors reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q2 2026 after selling out during the quarter.
Rooted Wealth Advisors sold 19,695 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $1.43M.
Rooted Wealth Advisors first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q3 2024 and held it in 7 quarters.
Rooted Wealth Advisors's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $1.43M in Q1 2026.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.