Stone House Investment Management’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Stone House Investment Management’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	$240K	Buy	3,595 +37	+1%	+$2.52K	0.04%	65
2025 Q4	$229K	Buy	3,558 +9	+0.3%	+$576	0.04%	68
2025 Q3	$225K	Buy	3,549 +303	+9%	+$18.7K	0.04%	73
2025 Q2	$192K	Buy	3,246 +2,555	+370%	+$143K	0.04%	74
2025 Q1	$38.7K	Buy	+691	New	+$41.3K	0.01%	163

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

Stone House Investment Management's JMEE Position: Q1 2026 in Review

Stone House Investment Management increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 1% in Q1 2026, buying an estimated $2.52K and bringing the position to 3,595 shares worth $240K. The position accounts for 0.04% of the portfolio, ranked #65.

Stone House Investment Management first reported a position in JMEE in Q1 2025 and has held it in 5 quarters since. 177 funds tracked by Wall St. Rank hold JMEE as of Q1 2026.

Stone House Investment Management held 3,595 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $240K as of Q1 2026.
Stone House Investment Management bought 37 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q1 2026, an estimated $2.52K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.04% of Stone House Investment Management's portfolio in Q1 2026, its #65 holding.
Stone House Investment Management first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q1 2025 and has held it in 5 quarters since.
177 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.