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

United Advisor 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	$1.04M	Sell	13,328 -297	-2%	-$21.8K	0.11%	211
2026 Q1	$910K	Buy	13,625 +209	+2%	+$14.2K	0.11%	201
2025 Q4	$864K	Buy	13,416 +8,259	+160%	+$529K	0.11%	202
2025 Q3	$327K	Buy	+5,157	New	+$319K	0.04%	341

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

United Advisor Group's JMEE Position: Q2 2026 in Review

United Advisor Group reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 2.2% in Q2 2026, selling an estimated $21.8K and leaving 13,328 shares worth $1.04M. The position accounts for 0.11% of the portfolio, ranked #211.

United Advisor Group first reported a position in JMEE in Q3 2025 and has held it in 4 quarters since. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

United Advisor Group held 13,328 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $1.04M as of Q2 2026.
United Advisor Group sold 297 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $21.8K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.11% of United Advisor Group's portfolio in Q2 2026, its #211 holding.
United Advisor Group first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q3 2025 and has held it in 4 quarters since.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.