Triumph Capital Management’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Triumph Capital 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	$87.8K	Sell	1,125 -1,131	-50%	-$82.9K	0.02%	522
2026 Q1	$151K	Sell	2,256 -528	-19%	-$36K	0.03%	382
2025 Q4	$179K	Sell	2,784 -386	-12%	-$24.7K	0.04%	323
2025 Q3	$201K	Buy	+3,170	New	+$196K	0.05%	308
2025 Q2	–	Sell	-18,862	Closed	-$1.06M	–	298
2025 Q1	$1.06M	Buy	18,862 +965	+5%	+$57.7K	0.35%	61
2024 Q4	$1.08M	Buy	17,897 +2,222	+14%	+$139K	0.37%	51
2024 Q3	$956K	Buy	+15,675	New	+$920K	0.34%	66

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

Triumph Capital Management's JMEE Position: Q2 2026 in Review

Triumph Capital Management reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 50% in Q2 2026, selling an estimated $82.9K and leaving 1,125 shares worth $87.8K. The position accounts for 0.02% of the portfolio, ranked #522.

Triumph Capital Management first reported a position in JMEE in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.08M in Q4 2024. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Triumph Capital Management held 1,125 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $87.8K as of Q2 2026.
Triumph Capital Management sold 1,131 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $82.9K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.02% of Triumph Capital Management's portfolio in Q2 2026, its #522 holding.
Triumph Capital Management first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q3 2024 and has held it in 7 quarters since.
Triumph Capital Management's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $1.08M in Q4 2024.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.