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 Q3	$2.31M	Sell	31,426 -271	-0.9%	-$20.7K	0.8%	20
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	$10M	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

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

Meridian Financial Partners Warrenton, Virginia $306M AUM 22.08% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return

Plan Group Financial Oklahoma City, Oklahoma $510M AUM 17.41% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return

Choice Wealth Advisors's JMEE Position: Q3 2026 in Review

Choice Wealth Advisors reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 0.85% in Q3 2026, selling an estimated $20.7K and leaving 31,426 shares worth $2.31M. The position accounts for 0.8% of the portfolio, ranked #20.

Choice Wealth Advisors first reported a position in JMEE in Q2 2024 and has held it in 10 quarters since. The position peaked at $10.1M in Q4 2025. 51 funds tracked by Wall St. Rank hold JMEE as of Q3 2026.

Choice Wealth Advisors held 31,426 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $2.31M as of Q3 2026.
Choice Wealth Advisors sold 271 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q3 2026, an estimated $20.7K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.8% of Choice Wealth Advisors's portfolio in Q3 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 10 quarters since.
Choice Wealth Advisors's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $10.1M in Q4 2025.
51 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q3 2026.

Based on Choice Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.