Verus Capital Partners’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Verus Capital 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 Q1	$18.2M	Buy	272,585 +14,846	+6%	+$1.01M	1.24%	14
2025 Q4	$16.6M	Buy	257,739 +26,873	+12%	+$1.72M	1.1%	15
2025 Q3	$14.6M	Buy	230,866 +98,720	+75%	+$6.1M	1.14%	13
2025 Q2	$7.82M	Sell	132,146 -9,560	-7%	-$535K	0.7%	24
2025 Q1	$7.93M	Buy	141,706 +60,312	+74%	+$3.61M	0.79%	23
2024 Q4	$4.92M	Buy	81,394 +36,725	+82%	+$2.3M	0.47%	34
2024 Q3	$2.73M	Buy	+44,669	New	+$2.62M	0.27%	54

Other funds holding JMEE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Verus Capital Partners's JMEE Position: Q1 2026 in Review

Verus Capital Partners increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 5.8% in Q1 2026, buying an estimated $1.01M and bringing the position to 272,585 shares worth $18.2M. The position accounts for 1.24% of the portfolio, ranked #14.

Verus Capital Partners first reported a position in JMEE in Q3 2024 and has held it in 7 quarters since. 177 funds tracked by Wall St. Rank hold JMEE as of Q1 2026.

Verus Capital Partners held 272,585 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $18.2M as of Q1 2026.
Verus Capital Partners bought 14,846 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q1 2026, an estimated $1.01M.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 1.24% of Verus Capital Partners's portfolio in Q1 2026, its #14 holding.
Verus Capital Partners first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q3 2024 and has held it in 7 quarters since.
177 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q1 2026.

Based on Verus Capital Partners's 13F filing for Q1 2026, filed 22 May 2026.