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

Simplicity Wealth’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	$252K	Buy	+3,231	New	+$237K	0.01%	904

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

Simplicity Wealth's JMEE Position: Q2 2026 in Review

Simplicity Wealth opened a new position in JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q2 2026: 3,231 shares worth $252K. The stake represents 0.01% of the portfolio and ranks #904 among its holdings.

195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Simplicity Wealth held 3,231 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $252K as of Q2 2026.
JPMorgan Small & Mid Cap Enhanced Equity ETF was a new Simplicity Wealth position in Q2 2026.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #904 holding.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.