CIBC Private Wealth Group
JMEE icon

CIBC Private Wealth Group’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

CIBC Private Wealth Group’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
2025
Q3 		– Sell
-1,535
Closed -$90.9K – 3204
2025
Q2 		$90.9K Hold
1,535
– – ﹤0.01% 1432
2025
Q1 		$75.3K Hold
1,535
– – ﹤0.01% 1468
2024
Q4 		$93.4K Hold
1,535
– – ﹤0.01% 1445
2024
Q3 		$93.6K Hold
1,535
– – ﹤0.01% 1513
2024
Q2 		$86.2K Hold
1,535
– – ﹤0.01% 1456
2024
Q1 		$89.3K Buy
+1,535
New +$83.9K ﹤0.01% 1443

Other funds holding JMEE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

CIBC Private Wealth Group's JMEE Position: Q3 2025 in Review

CIBC Private Wealth Group sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q3 2025, closing a stake of 1,535 shares — an estimated $90.9K sold.

CIBC Private Wealth Group first reported a position in JMEE in Q1 2024 and held it in 6 quarters. The position peaked at $93.6K in Q3 2024. 150 funds tracked by Wall St. Rank hold JMEE as of Q3 2025.

  • CIBC Private Wealth Group reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q3 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 1,535 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q3 2025, an estimated $90.9K.
  • CIBC Private Wealth Group first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q1 2024 and held it in 6 quarters.
  • CIBC Private Wealth Group's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $93.6K in Q3 2024.
  • 150 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q3 2025.

Based on CIBC Private Wealth Group's 13F filing for Q3 2025, filed 24 Nov 2025.