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Planning Strategies Inc.’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Planning Strategies Inc.’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 		$3.08M Buy
+39,448
New +$2.89M 1.92% 14

Other funds holding JMEE

SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
MFP
Meridian Financial Partners Warrenton, Virginia $293M AUM 29.12% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
RMS
Retirement Management Systems Leonardtown, Maryland $488M AUM
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BPFA
Barnes Pettey Financial Advisors Clarksdale, Mississippi $319M AUM 23.56% 1-Year Est. Return

Planning Strategies Inc.'s JMEE Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q2 2026: 39,448 shares worth $3.08M. The stake represents 1.92% of the portfolio and ranks #14 among its holdings.

72 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

  • Planning Strategies Inc. held 39,448 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $3.08M as of Q2 2026.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF was a new Planning Strategies Inc. position in Q2 2026.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF made up 1.92% of Planning Strategies Inc.'s portfolio in Q2 2026, its #14 holding.
  • 72 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.