Cetera Investment Advisers
JMEE icon

Cetera Investment Advisers’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Cetera Investment Advisers’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 		$45.5M Buy
680,755
+20,481
+3% +$1.39M 0.05% 400
2025
Q4 		$42.5M Buy
660,274
+109,404
+20% +$7M 0.05% 399
2025
Q3 		$34.9M Sell
550,870
-28,990
-5% -$1.79M 0.04% 440
2025
Q2 		$34.3M Buy
579,860
+70,544
+14% +$3.95M 0.06% 339
2025
Q1 		$28.5M Buy
509,316
+278,712
+121% +$16.7M 0.06% 354
2024
Q4 		$13.9M Buy
230,604
+74,365
+48% +$4.66M 0.03% 556
2024
Q3 		$9.52M Buy
156,239
+69,436
+80% +$4.07M 0.02% 717
2024
Q2 		$4.92M Buy
86,803
+46,704
+116% +$2.65M 0.01% 1007
2024
Q1 		$2.35M Buy
40,099
+15,390
+62% +$841K 0.01% 1433
2023
Q4 		$1.33M Sell
24,709
-218
-0.9% -$10.8K 0.01% 953
2023
Q3 		$1.21M Buy
+24,927
New +$1.26M 0.01% 960

Other funds holding JMEE

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.05B AUM 15.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return