Carson Wealth (CWM LLC)’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$70.4M	Buy	1,053,780 +95,045	+10%	+$6.47M	0.18%	116
2025 Q4	$61.7M	Buy	958,735 +526,040	+122%	+$33.7M	0.17%	120
2025 Q3	$27.4M	Sell	432,695 -31,296	-7%	-$1.93M	0.08%	205
2025 Q2	$27.5M	Buy	463,991 +20,616	+5%	+$1.15M	0.1%	178
2025 Q1	$24.8M	Buy	443,375 +25,205	+6%	+$1.51M	0.1%	186
2024 Q4	$25.3M	Buy	418,170 +71,346	+21%	+$4.47M	0.1%	173
2024 Q3	$21.1M	Buy	346,824 +124,646	+56%	+$7.31M	0.09%	200
2024 Q2	$12.6M	Buy	222,178 +65,828	+42%	+$3.73M	0.06%	261
2024 Q1	$9.15M	Buy	156,350 +102,276	+189%	+$5.59M	0.04%	306
2023 Q4	$2.9M	Buy	54,074 +12,768	+31%	+$630K	0.02%	507
2023 Q3	$2M	Buy	41,306 +21,939	+113%	+$1.11M	0.01%	546
2023 Q2	$971K	Buy	19,367 +17,851	+1,178%	+$848K	0.01%	730
2023 Q1	$73K	Hold	1,516	–	–	﹤0.01%	1657
2022 Q4	$70K	Hold	1,516	–	–	﹤0.01%	1543
2022 Q3	$67K	Buy	+1,516	New	+$73.9K	﹤0.01%	1522

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

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

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

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

Carson Wealth (CWM LLC)'s JMEE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 9.9% in Q1 2026, buying an estimated $6.47M and bringing the position to 1,053,780 shares worth $70.4M. The position accounts for 0.18% of the portfolio, ranked #116.

Carson Wealth (CWM LLC) first reported a position in JMEE in Q3 2022 and has held it in 15 quarters since. 177 funds tracked by Wall St. Rank hold JMEE as of Q1 2026.

Carson Wealth (CWM LLC) held 1,053,780 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $70.4M as of Q1 2026.
Carson Wealth (CWM LLC) bought 95,045 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q1 2026, an estimated $6.47M.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.18% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #116 holding.
Carson Wealth (CWM LLC) first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q3 2022 and has held it in 15 quarters since.
177 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.