Spinnaker Trust’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Spinnaker Trust’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 Q1	$237K	Hold	3,554	–	–	0.01%	274
2025 Q4	$229K	Hold	3,554	–	–	0.01%	281
2025 Q3	$225K	Hold	3,554	–	–	0.01%	283
2025 Q2	$210K	Buy	+3,554	New	+$199K	0.01%	286
2025 Q1	–	Sell	-3,554	Closed	-$215K	–	285
2024 Q4	$215K	Hold	3,554	–	–	0.01%	272
2024 Q3	$217K	Hold	3,554	–	–	0.01%	273
2024 Q2	$201K	Hold	3,554	–	–	0.01%	270
2024 Q1	$208K	Buy	+3,554	New	+$194K	0.01%	264

Other funds holding JMEE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Spinnaker Trust's JMEE Position: Q1 2026 in Review

Spinnaker Trust held its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) position steady in Q1 2026 at 3,554 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #274.

Spinnaker Trust first reported a position in JMEE in Q1 2024 and has held it in 8 quarters since. 177 funds tracked by Wall St. Rank hold JMEE as of Q1 2026.

Spinnaker Trust held 3,554 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $237K as of Q1 2026.
Spinnaker Trust left its JPMorgan Small & Mid Cap Enhanced Equity ETF share count unchanged in Q1 2026.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.01% of Spinnaker Trust's portfolio in Q1 2026, its #274 holding.
Spinnaker Trust first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q1 2024 and has held it in 8 quarters since.
177 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q1 2026.

Based on Spinnaker Trust's 13F filing for Q1 2026, filed 23 Apr 2026.