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

Triad 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	$407K	Sell	5,263 -212	-4%	-$15.5K	0.02%	373
2026 Q1	$366K	Sell	5,475 -112	-2%	-$7.63K	0.03%	351
2025 Q4	$360K	Sell	5,587 -1,797	-24%	-$115K	0.03%	344
2025 Q3	$468K	Buy	7,384 +1,095	+17%	+$67.6K	0.06%	216
2025 Q2	$372K	Sell	6,289 -3,458	-35%	-$194K	0.08%	188
2025 Q1	$546K	Sell	9,747 -12,441	-56%	-$744K	0.17%	99
2024 Q4	$1.34M	Sell	22,188 -23,026	-51%	-$1.44M	0.48%	41
2024 Q3	$2.76M	Sell	45,214 -17,056	-27%	-$1M	1.47%	23
2024 Q2	$3.53M	Buy	62,270 +9,768	+19%	+$554K	1.85%	15
2024 Q1	$3.07M	Buy	+52,502	New	+$2.87M	2.36%	13

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

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

Triad Wealth Partners reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 3.9% in Q2 2026, selling an estimated $15.5K and leaving 5,263 shares worth $407K. The position accounts for 0.02% of the portfolio, ranked #373.

Triad Wealth Partners first reported a position in JMEE in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.53M in Q2 2024. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Triad Wealth Partners held 5,263 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $407K as of Q2 2026.
Triad Wealth Partners sold 212 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $15.5K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #373 holding.
Triad Wealth Partners first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q1 2024 and has held it in 10 quarters since.
Triad Wealth Partners's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $3.53M in Q2 2024.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.