Stratos Wealth Partners’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Stratos Wealth Partners’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	$545K	Buy	6,985 +1,316	+23%	+$96.5K	0.01%	1103
2026 Q1	$379K	Buy	5,669 +325	+6%	+$22.1K	﹤0.01%	1193
2025 Q4	$344K	Buy	5,344 +1,586	+42%	+$102K	﹤0.01%	1206
2025 Q3	$238K	Buy	3,758 +352	+10%	+$21.7K	﹤0.01%	1364
2025 Q2	$202K	Buy	+3,406	New	+$191K	﹤0.01%	1333
2023 Q4	–	Sell	-4,266	Closed	-$207K	–	1402
2023 Q3	$207K	Sell	4,266 -160	-4%	-$8.08K	﹤0.01%	1158
2023 Q2	$222K	Buy	+4,426	New	+$210K	0.01%	1060

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

Stratos Wealth Partners's JMEE Position: Q2 2026 in Review

Stratos Wealth Partners increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 23% in Q2 2026, buying an estimated $96.5K and bringing the position to 6,985 shares worth $545K. The position accounts for 0.01% of the portfolio, ranked #1103.

Stratos Wealth Partners first reported a position in JMEE in Q2 2023 and has held it in 7 quarters since. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Stratos Wealth Partners held 6,985 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $545K as of Q2 2026.
Stratos Wealth Partners bought 1,316 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $96.5K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1103 holding.
Stratos Wealth Partners first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2023 and has held it in 7 quarters since.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.