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

Summit 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	$895K	Sell	11,475 -54	-0.5%	-$3.96K	0.13%	117
2026 Q1	$770K	Sell	11,529 -56	-0.5%	-$3.81K	0.12%	123
2025 Q4	$746K	Sell	11,585 -405	-3%	-$25.9K	0.14%	97
2025 Q3	$761K	Buy	11,990 +189	+2%	+$11.7K	0.14%	102
2025 Q2	$699K	Buy	11,801 +591	+5%	+$33.1K	0.13%	103
2025 Q1	$628K	Sell	11,210 -483	-4%	-$28.9K	0.13%	112
2024 Q4	$707K	Sell	11,693 -713	-6%	-$44.7K	0.15%	96
2024 Q3	$756K	Buy	12,406 +2,264	+22%	+$133K	0.15%	106
2024 Q2	$574K	Buy	+10,142	New	+$575K	0.12%	120

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

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

Summit Wealth Partners reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 0.47% in Q2 2026, selling an estimated $3.96K and leaving 11,475 shares worth $895K. The position accounts for 0.13% of the portfolio, ranked #117.

Summit Wealth Partners first reported a position in JMEE in Q2 2024 and has held it in 9 quarters since. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Summit Wealth Partners held 11,475 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $895K as of Q2 2026.
Summit Wealth Partners sold 54 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $3.96K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.13% of Summit Wealth Partners's portfolio in Q2 2026, its #117 holding.
Summit Wealth Partners first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2024 and has held it in 9 quarters since.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.