CAWM
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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
Q3 		$1.53M Buy
20,814
+951
+5% +$72.8K 0.17% 76
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

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
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
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Capital Advisors Wealth Management's JMEE Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 4.8% in Q3 2026, buying an estimated $72.8K and bringing the position to 20,814 shares worth $1.53M. The position accounts for 0.17% of the portfolio, ranked #76.

Capital Advisors Wealth Management first reported a position in JMEE in Q1 2025 and has held it in 7 quarters since. The position peaked at $13.8M in Q4 2025. 18 funds tracked by Wall St. Rank hold JMEE as of Q3 2026.

  • Capital Advisors Wealth Management held 20,814 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $1.53M as of Q3 2026.
  • Capital Advisors Wealth Management bought 951 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q3 2026, an estimated $72.8K.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.17% of Capital Advisors Wealth Management's portfolio in Q3 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 7 quarters since.
  • Capital Advisors Wealth Management's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $13.8M in Q4 2025.
  • 18 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q3 2026.

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