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

Capital Advisors 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 Q2	$1.55M	Sell	19,863 -418	-2%	-$30.6K	0.18%	76
2026 Q1	$1.35M	Sell	20,281 -193,684	-91%	-$13.2M	0.18%	77
2025 Q4	$13.8M	Buy	213,965 +11,582	+6%	+$741K	1.88%	14
2025 Q3	$12.8M	Buy	202,383 +197,250	+3,843%	+$12.2M	1.83%	16
2025 Q2	$304K	Buy	5,133 +733	+17%	+$41K	0.05%	153
2025 Q1	$246K	Buy	+4,400	New	+$263K	0.04%	157

Other funds holding JMEE

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 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

Capital Advisors Wealth Management's JMEE Position: Q2 2026 in Review

Capital Advisors Wealth Management reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 2.1% in Q2 2026, selling an estimated $30.6K and leaving 19,863 shares worth $1.55M. The position accounts for 0.18% of the portfolio, ranked #76.

Capital Advisors Wealth Management first reported a position in JMEE in Q1 2025 and has held it in 6 quarters since. The position peaked at $13.8M in Q4 2025. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Capital Advisors Wealth Management held 19,863 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $1.55M as of Q2 2026.
Capital Advisors Wealth Management sold 418 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $30.6K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.18% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #76 holding.
Capital Advisors Wealth Management first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q1 2025 and has held it in 6 quarters since.
Capital Advisors Wealth Management's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $13.8M in Q4 2025.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.