Crestwood Advisors Group, LLC JMEE — JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF

Ownership history in Crestwood Advisors Group, LLC  ·  5 quarters on record

AI Ownership Summary

Crestwood Advisors Group, LLC reported JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF (JMEE) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 1.21% in 2025 Q1. The latest visible filing shows JMEE at 1.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JMEE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Crestwood Advisors Group, LLC's position in JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JMEE was reported at 1.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.21% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JMEE stock page Crestwood Advisors Group, LLC fund profile Crestwood Advisors Group, LLC full holdings
How Crestwood Advisors Group, LLC held JMEE — position size vs. price
% of Fund (quarterly)    JMEE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,003,350 +8,884 +0.9% 1.13% $67.0M 2026-05-05 $73.50
2025 Q4 ADDED — — — 994,466 +58,599 +6.3% 1.07% $64.0M 2026-02-03 $68.35
2025 Q3 ADDED — — — 935,867 +75,929 +8.8% 1.01% $59.4M 2025-11-07 $62.70
2025 Q2 REDUCED 24.3% +6.9% ❌ 859,938 -276,508 -24.3% 0.91% $50.9M 2025-08-05 $59.38
2025 Q1 INITIATED — — — 1,136,446 — — 1.21% $63.6M 2025-05-05 $55.12

🏢 Other funds also holding JMEE

As of 2026 Q1 — sorted by position size

Meridian Financial Partners LLC 3Y 7Y 8.72% Capital Developers, LLC 6.72% CGC Financial Services, LLC 6.55% Wagner Wealth Management, LLC 3Y 7Y 5.82% Macco Financial Group, Inc. 5.4% Syntegra Private Wealth Group, LLC 3Y 3.91% Retirement Management Systems Inc. 3.46% Bond & Devick Financial Network, Inc. 3Y 3.27% Advisory Resource Group 3Y 7Y 2.97% Schwallier Wealth Management LLC 2.73%

FAQ About Crestwood Advisors Group, LLC and JMEE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Crestwood Advisors Group, LLC reported owning JMEE?

Crestwood Advisors Group, LLC reported JMEE across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported JMEE position in Crestwood Advisors Group, LLC's portfolio?

The largest reported portfolio weight for JMEE was 1.21% in 2025 Q1.

What is the latest reported JMEE position on this page?

The most recent filing on this page is 2026 Q1, when Crestwood Advisors Group, LLC reported 1,003,350 shares, equal to 1.13% of portfolio, with an estimated market value of $67.0M.

What does the chart on this JMEE ownership page compare?

The chart compares Crestwood Advisors Group, LLC's quarterly JMEE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Crestwood Advisors Group, LLC time their JMEE position?

Based on 13F filing dates vs. subsequent JMEE price moves, Crestwood Advisors Group, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on JMEE relative to SPY over the holding period was +2.6%.

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