Sequent Planning’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Sequent Planning’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	$476K	Buy	6,095 +439	+8%	+$32.2K	0.1%	154
2026 Q1	$378K	Buy	5,656 +68	+1%	+$4.63K	0.09%	153
2025 Q4	$360K	Buy	5,588 +617	+12%	+$39.5K	0.09%	153
2025 Q3	$315K	Buy	4,971 +237	+5%	+$14.6K	0.09%	157
2025 Q2	$280K	Buy	4,734 +760	+19%	+$42.5K	0.09%	129
2025 Q1	$222K	Buy	3,974 +2	+0.1%	+$120	0.08%	134
2024 Q4	$240K	Buy	3,972 +87	+2%	+$5.45K	0.09%	125
2024 Q3	$237K	Buy	+3,885	New	+$228K	0.08%	128

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

Sequent Planning's JMEE Position: Q2 2026 in Review

Sequent Planning increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 7.8% in Q2 2026, buying an estimated $32.2K and bringing the position to 6,095 shares worth $476K. The position accounts for 0.1% of the portfolio, ranked #154.

Sequent Planning first reported a position in JMEE in Q3 2024 and has held it in 8 quarters since. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Sequent Planning held 6,095 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $476K as of Q2 2026.
Sequent Planning bought 439 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $32.2K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.1% of Sequent Planning's portfolio in Q2 2026, its #154 holding.
Sequent Planning first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q3 2024 and has held it in 8 quarters since.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.