Sunbelt Securities’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Sunbelt Securities’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	$2.74K	Hold	41	–	–	﹤0.01%	1845
2025 Q4	$2.64K	Hold	41	–	–	﹤0.01%	1814
2025 Q3	$2.6K	Hold	41	–	–	﹤0.01%	1791
2025 Q2	$2.48K	Hold	41	–	–	﹤0.01%	1567
2025 Q1	$2.29K	Hold	41	–	–	﹤0.01%	1557
2024 Q4	$2.48K	Hold	41	–	–	﹤0.01%	1569
2024 Q3	$2.5K	Hold	41	–	–	﹤0.01%	1577
2024 Q2	$2.32K	Hold	41	–	–	﹤0.01%	1527
2024 Q1	$2.4K	Hold	41	–	–	﹤0.01%	1489
2023 Q4	$2.2K	Hold	41	–	–	﹤0.01%	1453
2023 Q3	$1.99K	Hold	41	–	–	﹤0.01%	1485
2023 Q2	$2.06K	Hold	41	–	–	﹤0.01%	1446
2023 Q1	$1.93K	Buy	+41	New	+$2K	﹤0.01%	1432

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

Sunbelt Securities's JMEE Position: Q1 2026 in Review

Sunbelt Securities held its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) position steady in Q1 2026 at 41 shares worth $2.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1845.

Sunbelt Securities first reported a position in JMEE in Q1 2023 and has held it in 13 quarters since. 177 funds tracked by Wall St. Rank hold JMEE as of Q1 2026.

Sunbelt Securities held 41 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $2.74K as of Q1 2026.
Sunbelt Securities left its JPMorgan Small & Mid Cap Enhanced Equity ETF share count unchanged in Q1 2026.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1845 holding.
Sunbelt Securities first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q1 2023 and has held it in 13 quarters since.
177 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.