WealthPlan Investment Management’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

WealthPlan Investment Management’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	$17.5M	Buy	224,405 +27,349	+14%	+$2M	0.87%	28
2026 Q1	$13.2M	Buy	197,056 +92,385	+88%	+$6.29M	0.73%	35
2025 Q4	$6.74M	Buy	104,671 +38,745	+59%	+$2.48M	0.43%	65
2025 Q3	$4.18M	Buy	65,926 +54,050	+455%	+$3.34M	0.28%	96
2025 Q2	$703K	Buy	+11,876	New	+$665K	0.05%	208

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

WealthPlan Investment Management's JMEE Position: Q2 2026 in Review

WealthPlan Investment Management increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 14% in Q2 2026, buying an estimated $2M and bringing the position to 224,405 shares worth $17.5M. The position accounts for 0.87% of the portfolio, ranked #28.

WealthPlan Investment Management first reported a position in JMEE in Q2 2025 and has held it in 5 quarters since. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

WealthPlan Investment Management held 224,405 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $17.5M as of Q2 2026.
WealthPlan Investment Management bought 27,349 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $2M.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.87% of WealthPlan Investment Management's portfolio in Q2 2026, its #28 holding.
WealthPlan Investment Management first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2025 and has held it in 5 quarters since.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.