World Investment Advisors’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

World Investment Advisors’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	$288K	Hold	4,311	–	–	﹤0.01%	1253
2026 Q1	$288K	Sell	4,311 -978	-18%	-$66.6K	﹤0.01%	1280
2025 Q4	$340K	Sell	5,289 -295	-5%	-$18.9K	0.01%	1118
2025 Q3	$354K	Buy	5,584 +70	+1%	+$4.32K	0.01%	923
2025 Q2	$326K	Sell	5,514 -71	-1%	-$3.97K	0.01%	886
2025 Q1	$313K	Buy	5,585 +154	+3%	+$9.21K	0.01%	853
2024 Q4	$328K	Sell	5,431 -240	-4%	-$15K	0.01%	795
2024 Q3	$346K	Buy	+5,671	New	+$333K	0.01%	692

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 $1.3B AUM 10.88% 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

World Investment Advisors's JMEE Position: Q2 2026 in Review

World Investment Advisors held its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) position steady in Q2 2026 at 4,311 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

World Investment Advisors first reported a position in JMEE in Q3 2024 and has held it in 8 quarters since. The position peaked at $354K in Q3 2025. 196 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

World Investment Advisors held 4,311 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $288K as of Q2 2026.
World Investment Advisors left its JPMorgan Small & Mid Cap Enhanced Equity ETF share count unchanged in Q2 2026.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1253 holding.
World Investment Advisors first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q3 2024 and has held it in 8 quarters since.
World Investment Advisors's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $354K in Q3 2025.
196 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.