UBS Group
JMEE icon

UBS Group’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

UBS Group’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 		$3.62M Sell
46,410
-2,709
-6% -$199K ﹤0.01% 4501
2026
Q1 		$3.28M Buy
49,119
+1,994
+4% +$136K ﹤0.01% 4500
2025
Q4 		$3.03M Sell
47,125
-953
-2% -$61K ﹤0.01% 4552
2025
Q3 		$3.05M Sell
48,078
-2,177
-4% -$134K ﹤0.01% 4539
2025
Q2 		$2.98M Sell
50,255
-11,126
-18% -$623K ﹤0.01% 4408
2025
Q1 		$3.44M Sell
61,381
-13,971
-19% -$835K ﹤0.01% 4181
2024
Q4 		$4.56M Buy
75,352
+9,845
+15% +$617K ﹤0.01% 3937
2024
Q3 		$3.99M Buy
65,507
+59,864
+1,061% +$3.51M ﹤0.01% 3305
2024
Q2 		$320K Buy
5,643
+3,055
+118% +$173K ﹤0.01% 5342
2024
Q1 		$151K Sell
2,588
-10,943
-81% -$598K ﹤0.01% 6030
2023
Q4 		$727K Buy
13,531
+9,195
+212% +$454K ﹤0.01% 4773
2023
Q3 		$210K Buy
4,336
+1,644
+61% +$83K ﹤0.01% 5336
2023
Q2 		$135K Sell
2,692
-1,511
-36% -$71.8K ﹤0.01% 5776
2023
Q1 		$202K Sell
4,203
-1,511
-26% -$73.6K ﹤0.01% 5378
2022
Q4 		$263K Sell
5,714
-1,660
-23% -$80.5K ﹤0.01% 5232
2022
Q3 		$327K Sell
7,374
-1,844
-20% -$89.9K ﹤0.01% 4701
2022
Q2 		$422K Buy
+9,218
New +$445K ﹤0.01% 4383

Other funds holding JMEE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
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
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of New York Mellon
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group's JMEE Position: Q2 2026 in Review

UBS Group reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 5.5% in Q2 2026, selling an estimated $199K and leaving 46,410 shares worth $3.62M. The position accounts for ﹤0.01% of the portfolio, ranked #4501.

UBS Group first reported a position in JMEE in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.56M in Q4 2024. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

  • UBS Group held 46,410 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $3.62M as of Q2 2026.
  • UBS Group sold 2,709 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $199K.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4501 holding.
  • UBS Group first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2022 and has held it in 17 quarters since.
  • UBS Group's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $4.56M in Q4 2024.
  • 195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.