Steward Partners Investment Advisory’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Steward Partners Investment Advisory’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	$518K	Buy	6,635 +1,451	+28%	+$106K	﹤0.01%	1676
2026 Q1	$346K	Buy	5,184 +2,030	+64%	+$138K	﹤0.01%	1725
2025 Q4	$203K	Buy	3,154 +1,580	+100%	+$101K	﹤0.01%	1924
2025 Q3	$99.8K	Buy	1,574 +153	+11%	+$9.45K	﹤0.01%	2235
2025 Q2	$84.1K	Buy	1,421 +632	+80%	+$35.4K	﹤0.01%	2212
2025 Q1	$44.2K	Sell	789 -10	-1%	-$598	﹤0.01%	2446
2024 Q4	$48.3K	Buy	799 +329	+70%	+$20.6K	﹤0.01%	2356
2024 Q3	$28.7K	Sell	470 -300	-39%	-$17.6K	﹤0.01%	2488
2024 Q2	$43.6K	Sell	770 -700	-48%	-$39.7K	﹤0.01%	2170
2024 Q1	$86K	Buy	+1,470	New	+$80.3K	﹤0.01%	1842

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

Steward Partners Investment Advisory's JMEE Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 28% in Q2 2026, buying an estimated $106K and bringing the position to 6,635 shares worth $518K. The position accounts for ﹤0.01% of the portfolio, ranked #1676.

Steward Partners Investment Advisory first reported a position in JMEE in Q1 2024 and has held it in 10 quarters since. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Steward Partners Investment Advisory held 6,635 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $518K as of Q2 2026.
Steward Partners Investment Advisory bought 1,451 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $106K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1676 holding.
Steward Partners Investment Advisory first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q1 2024 and has held it in 10 quarters since.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.