Smith, Moore & Co’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Smith, Moore & Co’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	$313K	Hold	4,009	–	–	0.02%	450
2026 Q1	$268K	Sell	4,009 -109	-3%	-$7.42K	0.02%	472
2025 Q4	$265K	Sell	4,118 -719	-15%	-$46K	0.02%	445
2025 Q3	$307K	Sell	4,837 -22,999	-83%	-$1.42M	0.02%	403
2025 Q2	$1.65M	Sell	27,836 -7,518	-21%	-$421K	0.14%	141
2025 Q1	$1.98M	Buy	35,354 +15,506	+78%	+$927K	0.18%	114
2024 Q4	$1.2M	Buy	+19,848	New	+$1.24M	0.11%	170

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

Smith, Moore & Co's JMEE Position: Q2 2026 in Review

Smith, Moore & Co held its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) position steady in Q2 2026 at 4,009 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #450.

Smith, Moore & Co first reported a position in JMEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.98M in Q1 2025. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Smith, Moore & Co held 4,009 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $313K as of Q2 2026.
Smith, Moore & Co left its JPMorgan Small & Mid Cap Enhanced Equity ETF share count unchanged in Q2 2026.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.02% of Smith, Moore & Co's portfolio in Q2 2026, its #450 holding.
Smith, Moore & Co first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2024 and has held it in 7 quarters since.
Smith, Moore & Co's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $1.98M in Q1 2025.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.