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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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
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
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

WBH Advisory's JMEE Position: Q1 2026 in Review

WBH Advisory increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 3.2% in Q1 2026, buying an estimated $55.8K and bringing the position to 26,139 shares worth $1.76M. The position accounts for 0.13% of the portfolio, ranked #120.

WBH Advisory first reported a position in JMEE in Q2 2025 and has held it in 4 quarters since. 177 funds tracked by Wall St. Rank hold JMEE as of Q1 2026.

  • WBH Advisory held 26,139 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $1.76M as of Q1 2026.
  • WBH Advisory bought 820 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q1 2026, an estimated $55.8K.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.13% of WBH Advisory's portfolio in Q1 2026, its #120 holding.
  • WBH Advisory first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • 177 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.