AE Wealth Management’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

AE Wealth Management’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 Q1	$22.7K	Buy	340 +11	+3%	+$749	﹤0.01%	2125
2025 Q4	$21.2K	Buy	329 +259	+370%	+$16.6K	﹤0.01%	2020
2025 Q3	$4.44K	Sell	70 -220	-76%	-$13.6K	﹤0.01%	2097
2025 Q2	$17.2K	Sell	290 -70	-19%	-$3.92K	﹤0.01%	1793
2025 Q1	$20.2K	Buy	+360	New	+$21.5K	﹤0.01%	1742

Other funds holding JMEE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

AE Wealth Management's JMEE Position: Q1 2026 in Review

AE Wealth Management increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 3.3% in Q1 2026, buying an estimated $749 and bringing the position to 340 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2125.

AE Wealth Management first reported a position in JMEE in Q1 2025 and has held it in 5 quarters since. 177 funds tracked by Wall St. Rank hold JMEE as of Q1 2026.

AE Wealth Management held 340 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $22.7K as of Q1 2026.
AE Wealth Management bought 11 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q1 2026, an estimated $749.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2125 holding.
AE Wealth Management first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q1 2025 and has held it in 5 quarters since.
177 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.