Atria Wealth Solutions’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Atria Wealth Solutions’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	-11,491	Closed	-$643K	–	1707
2025 Q1	$643K	Sell	11,491 -4,217	-27%	-$252K	0.01%	1076
2024 Q4	$950K	Buy	15,708 +1,340	+9%	+$83.9K	0.01%	942
2024 Q3	$876K	Buy	14,368 +126	+0.9%	+$7.39K	0.01%	959
2024 Q2	$807K	Buy	14,242 +5,457	+62%	+$309K	0.01%	996
2024 Q1	$514K	Buy	+8,785	New	+$480K	0.01%	1246

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

GVAG

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

SPWG

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

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

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

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atria Wealth Solutions's JMEE Position: Q2 2025 in Review

Atria Wealth Solutions sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q2 2025, closing a stake of 11,491 shares — an estimated $643K sold.

Atria Wealth Solutions first reported a position in JMEE in Q1 2024 and held it in 5 quarters. The position peaked at $950K in Q4 2024. 144 funds tracked by Wall St. Rank hold JMEE as of Q2 2025.

Atria Wealth Solutions reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 11,491 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2025, an estimated $643K.
Atria Wealth Solutions first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q1 2024 and held it in 5 quarters.
Atria Wealth Solutions's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $950K in Q4 2024.
144 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.