Thrivent Financial for Lutherans’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Thrivent Financial for Lutherans’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	–	Sell	-3,412	Closed	-$220K	–	2618
2025 Q4	$220K	Buy	+3,412	New	+$218K	﹤0.01%	2508
2025 Q1	–	Sell	-6,839	Closed	-$414K	–	2462
2024 Q4	$414K	Sell	6,839 -2,334	-25%	-$146K	﹤0.01%	2312
2024 Q3	$559K	Buy	9,173 +29	+0.3%	+$1.7K	﹤0.01%	2205
2024 Q2	$518K	Buy	9,144 +2,709	+42%	+$154K	﹤0.01%	2214
2024 Q1	$377K	Buy	6,435 +925	+17%	+$50.6K	﹤0.01%	2315
2023 Q4	$296K	Buy	+5,510	New	+$272K	﹤0.01%	2360

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

Thrivent Financial for Lutherans's JMEE Position: Q1 2026 in Review

Thrivent Financial for Lutherans sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q1 2026, closing a stake of 3,412 shares — an estimated $220K sold.

Thrivent Financial for Lutherans first reported a position in JMEE in Q4 2023 and held it in 6 quarters. The position peaked at $559K in Q3 2024. 177 funds tracked by Wall St. Rank hold JMEE as of Q1 2026.

Thrivent Financial for Lutherans reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q1 2026 after selling out during the quarter.
Thrivent Financial for Lutherans sold 3,412 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q1 2026, an estimated $220K.
Thrivent Financial for Lutherans first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2023 and held it in 6 quarters.
Thrivent Financial for Lutherans's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $559K in Q3 2024.
177 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q1 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2026, filed 1 May 2026.