WBH Advisory’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

WBH Advisory’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	$2.07M	Buy	26,481 +342	+1%	+$25.1K	0.14%	116
2026 Q1	$1.76M	Buy	26,139 +820	+3%	+$55.8K	0.13%	120
2025 Q4	$1.63M	Buy	25,319 +3,759	+17%	+$241K	0.12%	126
2025 Q3	$1.37M	Buy	21,560 +2,412	+13%	+$149K	0.1%	137
2025 Q2	$1.13M	Buy	+19,148	New	+$1.07M	0.1%	144

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

WBH Advisory's JMEE Position: Q2 2026 in Review

WBH Advisory increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 1.3% in Q2 2026, buying an estimated $25.1K and bringing the position to 26,481 shares worth $2.07M. The position accounts for 0.14% of the portfolio, ranked #116.

WBH Advisory first reported a position in JMEE in Q2 2025 and has held it in 5 quarters since. 196 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

WBH Advisory held 26,481 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $2.07M as of Q2 2026.
WBH Advisory bought 342 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $25.1K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.14% of WBH Advisory's portfolio in Q2 2026, its #116 holding.
WBH Advisory first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2025 and has held it in 5 quarters since.
196 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.