Ameritas Advisory Services’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Ameritas Advisory Services’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 Q4	–	Sell	-349	Closed	-$22.1K	–	1569
2025 Q3	$22.1K	Sell	349 -567	-62%	-$35K	﹤0.01%	1403
2025 Q2	$54.2K	Buy	+916	New	+$51.3K	﹤0.01%	1265
2025 Q1	–	Sell	-5,770	Closed	-$349K	–	884
2024 Q4	$349K	Sell	5,770 -12,038	-68%	-$754K	0.01%	684
2024 Q3	$1.09M	Sell	17,808 -20,692	-54%	-$1.21M	0.05%	362
2024 Q2	$2.18M	Buy	+38,500	New	+$2.18M	0.08%	238

Other funds holding JMEE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SPWG

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Ameritas Advisory Services's JMEE Position: Q4 2025 in Review

Ameritas Advisory Services sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q4 2025, closing a stake of 349 shares — an estimated $22.1K sold.

Ameritas Advisory Services first reported a position in JMEE in Q2 2024 and held it in 5 quarters. The position peaked at $2.18M in Q2 2024. 176 funds tracked by Wall St. Rank hold JMEE as of Q4 2025.

Ameritas Advisory Services reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 349 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q4 2025, an estimated $22.1K.
Ameritas Advisory Services first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2024 and held it in 5 quarters.
Ameritas Advisory Services's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $2.18M in Q2 2024.
176 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.