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

WealthPLAN 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
Q2 		$2.34M Buy
30,032
+13,752
+84% +$1.01M 0.45% 56
2026
Q1 		$1.09M Buy
16,280
+12,718
+357% +$866K 0.21% 112
2025
Q4 		$229K Buy
+3,562
New +$228K 0.03% 253

Other funds holding JMEE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
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
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of New York Mellon
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WealthPLAN Partners's JMEE Position: Q2 2026 in Review

WealthPLAN Partners increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 84% in Q2 2026, buying an estimated $1.01M and bringing the position to 30,032 shares worth $2.34M. The position accounts for 0.45% of the portfolio, ranked #56.

WealthPLAN Partners first reported a position in JMEE in Q4 2025 and has held it in 3 quarters since. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

  • WealthPLAN Partners held 30,032 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $2.34M as of Q2 2026.
  • WealthPLAN Partners bought 13,752 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $1.01M.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.45% of WealthPLAN Partners's portfolio in Q2 2026, its #56 holding.
  • WealthPLAN Partners first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.