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 Q3	$20.5M	Sell	278,597 -68	-0%	-$5.21K	1.07%	13
2026 Q2	$21.7M	Buy	278,665 +6,080	+2%	+$446K	1.18%	14
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

Meridian Financial Partners Warrenton, Virginia $306M AUM 22.08% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $695M AUM 28.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Verus Capital Partners's JMEE Position: Q3 2026 in Review

Verus Capital Partners reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 0.02% in Q3 2026, selling an estimated $5.21K and leaving 278,597 shares worth $20.5M. The position accounts for 1.07% of the portfolio, ranked #13.

Verus Capital Partners first reported a position in JMEE in Q3 2024 and has held it in 9 quarters since. The position peaked at $21.7M in Q2 2026. 110 funds tracked by Wall St. Rank hold JMEE as of Q3 2026.

Verus Capital Partners held 278,597 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $20.5M as of Q3 2026.
Verus Capital Partners sold 68 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q3 2026, an estimated $5.21K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 1.07% of Verus Capital Partners's portfolio in Q3 2026, its #13 holding.
Verus Capital Partners first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q3 2024 and has held it in 9 quarters since.
Verus Capital Partners's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $21.7M in Q2 2026.
110 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q3 2026.

Based on Verus Capital Partners's 13F filing for Q3 2026, filed 3 Nov 2026.