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

Balance Wealth’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	-8,425	Closed	-$472K	–	113
2025 Q1	$472K	Buy	+8,425	New	+$504K	0.31%	70

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

Balance Wealth's JMEE Position: Q2 2025 in Review

Balance Wealth sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q2 2025, closing a stake of 8,425 shares — an estimated $472K sold.

Balance Wealth first reported a position in JMEE in Q1 2025 and held it in 1 quarter. The position peaked at $472K in Q1 2025. 144 funds tracked by Wall St. Rank hold JMEE as of Q2 2025.

Balance Wealth reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q2 2025 after selling out during the quarter.
Balance Wealth sold 8,425 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2025, an estimated $472K.
Balance Wealth first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q1 2025 and held it in 1 quarter.
Balance Wealth's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $472K in Q1 2025.
144 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2025.

Based on Balance Wealth's 13F filing for Q2 2025, filed 13 Aug 2025.