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
Q2 		$9.75M Buy
124,966
+19,209
+18% +$1.41M 0.01% 1038
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 $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
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
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of New York Mellon
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Stifel Financial's JMEE Position: Q2 2026 in Review

Stifel Financial increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 18% in Q2 2026, buying an estimated $1.41M and bringing the position to 124,966 shares worth $9.75M. The position accounts for 0.01% of the portfolio, ranked #1038.

Stifel Financial first reported a position in JMEE in Q2 2022 and has held it in 17 quarters since. The position peaked at $18.6M in Q2 2022. 196 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

  • Stifel Financial held 124,966 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $9.75M as of Q2 2026.
  • Stifel Financial bought 19,209 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $1.41M.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #1038 holding.
  • Stifel Financial first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2022 and has held it in 17 quarters since.
  • Stifel Financial's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $18.6M in Q2 2022.
  • 196 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.