Tradition Wealth Management’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Tradition Wealth Management’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	$10.5M	Buy	134,663 +6,679	+5%	+$490K	0.64%	39
2026 Q1	$8.55M	Buy	127,984 +9,473	+8%	+$645K	0.61%	41
2025 Q4	$7.63M	Buy	118,511 +4,521	+4%	+$289K	0.55%	47
2025 Q3	$7.23M	Buy	113,990 +15,758	+16%	+$973K	0.53%	48
2025 Q2	$5.82M	Buy	98,232 +9,420	+11%	+$527K	0.46%	56
2025 Q1	$4.97M	Buy	+88,812	New	+$5.31M	0.44%	60

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

Tradition Wealth Management's JMEE Position: Q2 2026 in Review

Tradition Wealth Management increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 5.2% in Q2 2026, buying an estimated $490K and bringing the position to 134,663 shares worth $10.5M. The position accounts for 0.64% of the portfolio, ranked #39.

Tradition Wealth Management first reported a position in JMEE in Q1 2025 and has held it in 6 quarters since. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Tradition Wealth Management held 134,663 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $10.5M as of Q2 2026.
Tradition Wealth Management bought 6,679 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $490K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.64% of Tradition Wealth Management's portfolio in Q2 2026, its #39 holding.
Tradition Wealth Management first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q1 2025 and has held it in 6 quarters since.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

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