Strategic Investment Solutions’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Strategic Investment Solutions’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	$16.9K	Hold	216	–	–	﹤0.01%	384
2026 Q1	$14.4K	Hold	216	–	–	﹤0.01%	387
2025 Q4	$13.9K	Hold	216	–	–	﹤0.01%	359
2025 Q3	$13.7K	Hold	216	–	–	﹤0.01%	343
2025 Q2	$12.8K	Hold	216	–	–	﹤0.01%	330
2025 Q1	$12.1K	Hold	216	–	–	﹤0.01%	342
2024 Q4	$13.1K	Hold	216	–	–	﹤0.01%	356
2024 Q3	$13.2K	Hold	216	–	–	﹤0.01%	331
2024 Q2	$13.1K	Buy	+216	New	+$12.2K	﹤0.01%	319
2023 Q4	$11.6K	Sell	216 -13,392	-98%	-$661K	﹤0.01%	733
2023 Q3	$687K	Buy	13,608 +13,392	+6,200%	+$676K	0.01%	358
2023 Q2	$10K	Hold	216	–	–	﹤0.01%	553
2023 Q1	$10.4K	Buy	+216	New	+$10.5K	﹤0.01%	639

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

Strategic Investment Solutions's JMEE Position: Q2 2026 in Review

Strategic Investment Solutions held its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) position steady in Q2 2026 at 216 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Strategic Investment Solutions first reported a position in JMEE in Q1 2023 and has held it in 13 quarters since. The position peaked at $687K in Q3 2023. 196 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Strategic Investment Solutions held 216 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $16.9K as of Q2 2026.
Strategic Investment Solutions left its JPMorgan Small & Mid Cap Enhanced Equity ETF share count unchanged in Q2 2026.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #384 holding.
Strategic Investment Solutions first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q1 2023 and has held it in 13 quarters since.
Strategic Investment Solutions's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $687K in Q3 2023.
196 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.