AWM
JMEE icon

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

Avaii 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
Q3 		$516K Hold
6,873
– – 0.15% 88
2026
Q2 		$536K Hold
6,873
– – 0.16% 88
2026
Q1 		$459K Sell
6,873
-476
-6% -$32.4K 0.16% 77
2025
Q4 		$473K Buy
7,349
+499
+7% +$31.9K 0.17% 77
2025
Q3 		$434K Sell
6,850
-433
-6% -$26.7K 0.17% 85
2025
Q2 		$431K Buy
+7,283
New +$408K 0.19% 65

Other funds holding JMEE

SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Avaii Wealth Management's JMEE Position: Q3 2026 in Review

Avaii Wealth Management held its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) position steady in Q3 2026 at 6,873 shares worth $516K. The position accounts for 0.15% of the portfolio, ranked #88.

Avaii Wealth Management first reported a position in JMEE in Q2 2025 and has held it in 6 quarters since. The position peaked at $536K in Q2 2026. 19 funds tracked by Wall St. Rank hold JMEE as of Q3 2026.

  • Avaii Wealth Management held 6,873 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $516K as of Q3 2026.
  • Avaii Wealth Management left its JPMorgan Small & Mid Cap Enhanced Equity ETF share count unchanged in Q3 2026.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.15% of Avaii Wealth Management's portfolio in Q3 2026, its #88 holding.
  • Avaii Wealth Management first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2025 and has held it in 6 quarters since.
  • Avaii Wealth Management's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $536K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.