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Adamsbrown Wealth Consultants’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Adamsbrown Wealth Consultants’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
2025
Q2 		– Sell
-4,106
Closed -$230K – 112
2025
Q1 		$230K Buy
4,106
+249
+6% +$14.9K 0.07% 93
2024
Q4 		$233K Buy
+3,857
New +$242K 0.08% 90

Other funds holding JMEE

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LPL Financial
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CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Adamsbrown Wealth Consultants's JMEE Position: Q2 2025 in Review

Adamsbrown Wealth Consultants sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q2 2025, closing a stake of 4,106 shares — an estimated $230K sold.

Adamsbrown Wealth Consultants first reported a position in JMEE in Q4 2024 and held it in 2 quarters. The position peaked at $233K in Q4 2024. 144 funds tracked by Wall St. Rank hold JMEE as of Q2 2025.

  • Adamsbrown Wealth Consultants reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Adamsbrown Wealth Consultants sold 4,106 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2025, an estimated $230K.
  • Adamsbrown Wealth Consultants first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2024 and held it in 2 quarters.
  • Adamsbrown Wealth Consultants's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $233K in Q4 2024.
  • 144 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2025.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2025, filed 8 Jul 2025.