Ruggaard & Associates’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Ruggaard & Associates’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	$2.07M	Sell	26,476 -784	-3%	-$57.5K	0.74%	24
2026 Q1	$1.82M	Sell	27,260 -1,331	-5%	-$90.6K	0.72%	25
2025 Q4	$1.84M	Buy	28,591 +310	+1%	+$19.8K	0.72%	24
2025 Q3	$1.79M	Buy	28,281 +210	+0.7%	+$13K	0.67%	24
2025 Q2	$1.66M	Sell	28,071 -3,777	-12%	-$211K	0.67%	23
2025 Q1	$1.78M	Buy	31,848 +2,300	+8%	+$137K	0.78%	19
2024 Q4	$1.79M	Sell	29,548 -627	-2%	-$39.3K	0.78%	18
2024 Q3	$1.84M	Buy	30,175 +2,031	+7%	+$119K	0.8%	18
2024 Q2	$1.59M	Buy	28,144 +424	+2%	+$24K	0.74%	19
2024 Q1	$1.62M	Sell	27,720 -2,669	-9%	-$146K	0.77%	19
2023 Q4	$1.63M	Buy	30,389 +2,404	+9%	+$119K	0.86%	18
2023 Q3	$1.36M	Buy	27,985 +13,194	+89%	+$666K	0.81%	19
2023 Q2	$742K	Buy	14,791 +4,170	+39%	+$198K	0.43%	25
2023 Q1	$509K	Buy	+10,621	New	+$517K	0.31%	52

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

Ruggaard & Associates's JMEE Position: Q2 2026 in Review

Ruggaard & Associates reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 2.9% in Q2 2026, selling an estimated $57.5K and leaving 26,476 shares worth $2.07M. The position accounts for 0.74% of the portfolio, ranked #24.

Ruggaard & Associates first reported a position in JMEE in Q1 2023 and has held it in 14 quarters since. 196 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Ruggaard & Associates held 26,476 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $2.07M as of Q2 2026.
Ruggaard & Associates sold 784 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $57.5K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.74% of Ruggaard & Associates's portfolio in Q2 2026, its #24 holding.
Ruggaard & Associates first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q1 2023 and has held it in 14 quarters since.
196 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Ruggaard & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.