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JMEEJMEE
Showing 8 of 11 quarters

Position history for Kestra Advisory Services, LLCKestra Advisory Services, LLC's holdings in JPM SMA & MID CAP EN EQ ET-U

Kestra Advisory Services, LLC holds 156,363 shares of JMEE (JPM SMA & MID CAP EN EQ ET-U), worth $12.2M as of 2026-Q2. The position was increased (+53.9% shares). JMEE represents 0.0% of Kestra Advisory Services, LLC's portfolio.

Current Value

$12.2M

Current Shares

156,363

Total Value Change

+$9.2M

Total Shares Change

+106,334

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
156,363
+53.9%
$12.2M0.0%$78.03
39
2026-Q1
Increased
101,580
+2.5%
$6.8M0.0%$69.44
28
2025-Q4
Increased
99,146
+6.8%
$6.4M0.0%$65.11
29
2025-Q3
Decreased
92,856
-4.1%
$5.9M0.0%$62.58
0
2025-Q2
Increased
96,831
+19.9%
$5.7M0.0%$58.58
32
2025-Q1
Increased
80,724
+26.8%
$5.8M0.0%$55.12
34
2024-Q4
Increased
63,640
+27.2%
$3.8M0.0%$59.76
33
2024-Q3
Increased
50,029
+5.3%
$3M0.0%$59.62
28

Other major holders of JMEE: JPMORGAN CHASE & CO

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