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

Avantax 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 Q2	$2.95M	Buy	49,854 +15,828	+47%	+$886K	0.02%	622
2025 Q1	$1.9M	Buy	34,026 +10,634	+45%	+$636K	0.01%	760
2024 Q4	$1.41M	Buy	+23,392	New	+$1.47M	0.01%	885

Other funds holding JMEE

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

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

CAG

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

GVAG

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

SPWG

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $324B AUM 22.36% 1-Year Est. Return

Avantax Advisory Services's JMEE Position: Q2 2025 in Review

Avantax Advisory Services increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 47% in Q2 2025, buying an estimated $886K and bringing the position to 49,854 shares worth $2.95M. The position accounts for 0.02% of the portfolio, ranked #622.

Avantax Advisory Services first reported a position in JMEE in Q4 2024 and has held it in 3 quarters since. 144 funds tracked by Wall St. Rank hold JMEE as of Q2 2025.

Avantax Advisory Services held 49,854 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $2.95M as of Q2 2025.
Avantax Advisory Services bought 15,828 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2025, an estimated $886K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #622 holding.
Avantax Advisory Services first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2024 and has held it in 3 quarters since.
144 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.