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

Choice Wealth Advisors’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	$2.47M	Sell	31,697 -4,486	-12%	-$329K	0.87%	20
2026 Q1	$2.42M	Sell	36,183 -121,406	-77%	-$8.27M	0.95%	19
2025 Q4	$10.1M	Buy	157,589 +195	+0.1%	+$12.5K	4.01%	11
2025 Q3	$9.98M	Buy	157,394 +807	+0.5%	+$49.9K	4.28%	10
2025 Q2	$9.27M	Buy	156,587 +2,643	+2%	+$148K	4.19%	10
2025 Q1	$8.62M	Buy	153,944 +5,583	+4%	+$334K	4.49%	9
2024 Q4	$8.97M	Sell	148,361 -1,031	-0.7%	-$64.6K	4.58%	9
2024 Q3	$9.11M	Buy	149,392 +4,303	+3%	+$253K	4.55%	9
2024 Q2	$8.22M	Buy	+145,089	New	+$8.22M	4.36%	9

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

Choice Wealth Advisors's JMEE Position: Q2 2026 in Review

Choice Wealth Advisors reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 12% in Q2 2026, selling an estimated $329K and leaving 31,697 shares worth $2.47M. The position accounts for 0.87% of the portfolio, ranked #20.

Choice Wealth Advisors first reported a position in JMEE in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.1M in Q4 2025. 196 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Choice Wealth Advisors held 31,697 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $2.47M as of Q2 2026.
Choice Wealth Advisors sold 4,486 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $329K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.87% of Choice Wealth Advisors's portfolio in Q2 2026, its #20 holding.
Choice Wealth Advisors first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2024 and has held it in 9 quarters since.
Choice Wealth Advisors's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $10.1M in Q4 2025.
196 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Choice Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.