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

Citadel 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
2025 Q4	–	Sell	-8,051	Closed	-$511K	–	13405
2025 Q3	$511K	Sell	8,051 -61,047	-88%	-$3.77M	﹤0.01%	9079
2025 Q2	$4.09M	Buy	69,098 +8,077	+13%	+$452K	﹤0.01%	4454
2025 Q1	$3.42M	Buy	+61,021	New	+$3.65M	﹤0.01%	4539
2024 Q2	–	Sell	-85,188	Closed	-$4.99M	–	14872
2024 Q1	$4.99M	Buy	+85,188	New	+$4.66M	﹤0.01%	3958
2023 Q2	–	Sell	-5,021	Closed	-$241K	–	14803
2023 Q1	$241K	Sell	5,021 -10,565	-68%	-$515K	﹤0.01%	9835
2022 Q4	$718K	Sell	15,586 -34,853	-69%	-$1.69M	﹤0.01%	7486
2022 Q3	$2.24M	Buy	50,439 +2,177	+5%	+$106K	﹤0.01%	5373
2022 Q2	$2.21M	Buy	+48,262	New	+$2.33M	﹤0.01%	5343

Other funds holding JMEE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Citadel Advisors's JMEE Position: Q4 2025 in Review

Citadel Advisors sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q4 2025, closing a stake of 8,051 shares — an estimated $511K sold.

Citadel Advisors first reported a position in JMEE in Q2 2022 and held it in 8 quarters. The position peaked at $4.99M in Q1 2024. 176 funds tracked by Wall St. Rank hold JMEE as of Q4 2025.

Citadel Advisors reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q4 2025 after selling out during the quarter.
Citadel Advisors sold 8,051 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q4 2025, an estimated $511K.
Citadel Advisors first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2022 and held it in 8 quarters.
Citadel Advisors's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $4.99M in Q1 2024.
176 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q4 2025.

Based on Citadel Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.