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

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Fortitude Financial Spokane, Washington $111M AUM 16.12% 1-Year Est. Return