Stewardship Advisors’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Stewardship Advisors’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	$7.01M	Buy	89,802 +439	+0.5%	+$32.2K	1.46%	17
2026 Q1	$5.97M	Sell	89,363 -16,741	-16%	-$1.14M	1.37%	17
2025 Q4	$6.83M	Buy	106,104 +31,545	+42%	+$2.02M	1.58%	17
2025 Q3	$4.73M	Buy	74,559 +483	+0.7%	+$29.8K	1.12%	24
2025 Q2	$4.39M	Buy	74,076 +696	+0.9%	+$39K	1.11%	25
2025 Q1	$4.11M	Buy	73,380 +2,347	+3%	+$140K	1.11%	26
2024 Q4	$4.3M	Sell	71,033 -65	-0.1%	-$4.07K	1.19%	22
2024 Q3	$4.33M	Sell	71,098 -42,990	-38%	-$2.52M	1.22%	22
2024 Q2	$6.46M	Buy	114,088 +14,953	+15%	+$848K	2.14%	14
2024 Q1	$5.8M	Buy	+99,135	New	+$5.42M	1.99%	15

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

Stewardship Advisors's JMEE Position: Q2 2026 in Review

Stewardship Advisors increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 0.49% in Q2 2026, buying an estimated $32.2K and bringing the position to 89,802 shares worth $7.01M. The position accounts for 1.46% of the portfolio, ranked #17.

Stewardship Advisors 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.

Stewardship Advisors held 89,802 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $7.01M as of Q2 2026.
Stewardship Advisors 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 1.46% of Stewardship Advisors's portfolio in Q2 2026, its #17 holding.
Stewardship Advisors 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 Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.