Stifel Financial
JMEE icon

Stifel Financial’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Stifel Financial’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 		$7.06M Buy
105,757
+8,654
+9% +$589K 0.01% 1147
2025
Q4 		$6.25M Buy
97,103
+11,807
+14% +$756K 0.01% 1203
2025
Q3 		$5.41M Buy
85,296
+5,399
+7% +$334K ﹤0.01% 1256
2025
Q2 		$4.73M Sell
79,897
-3,880
-5% -$217K ﹤0.01% 1283
2025
Q1 		$4.69M Buy
83,777
+5,405
+7% +$323K 0.01% 1221
2024
Q4 		$4.74M Buy
78,372
+17,145
+28% +$1.07M ﹤0.01% 1231
2024
Q3 		$3.73M Buy
61,227
+8,234
+16% +$483K ﹤0.01% 1372
2024
Q2 		$3M Buy
52,993
+11,714
+28% +$664K ﹤0.01% 1452
2024
Q1 		$2.42M Buy
41,279
+2,216
+6% +$121K ﹤0.01% 1585
2023
Q4 		$2.1M Sell
39,063
-1,586
-4% -$78.2K ﹤0.01% 1633
2023
Q3 		$1.97M Sell
40,649
-238
-0.6% -$12K ﹤0.01% 1605
2023
Q2 		$2.05M Sell
40,887
-7,069
-15% -$336K ﹤0.01% 1606
2023
Q1 		$2.3M Sell
47,956
-316,072
-87% -$15.4M ﹤0.01% 1489
2022
Q4 		$16.8M Sell
364,028
-26,218
-7% -$1.27M 0.03% 498
2022
Q3 		$17.3M Sell
390,246
-15,776
-4% -$769K 0.03% 470
2022
Q2 		$18.6M Buy
+406,022
New +$19.6M 0.03% 467

Other funds holding JMEE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
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
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Stifel Financial's JMEE Position: Q1 2026 in Review

Stifel Financial increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 8.9% in Q1 2026, buying an estimated $589K and bringing the position to 105,757 shares worth $7.06M. The position accounts for 0.01% of the portfolio, ranked #1147.

Stifel Financial first reported a position in JMEE in Q2 2022 and has held it in 16 quarters since. The position peaked at $18.6M in Q2 2022. 177 funds tracked by Wall St. Rank hold JMEE as of Q1 2026.

  • Stifel Financial held 105,757 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $7.06M as of Q1 2026.
  • Stifel Financial bought 8,654 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q1 2026, an estimated $589K.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #1147 holding.
  • Stifel Financial first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2022 and has held it in 16 quarters since.
  • Stifel Financial's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $18.6M in Q2 2022.
  • 177 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.