CFD
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Creative Financial Designs’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Creative Financial Designs’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 		$6.6M Buy
98,791
+527
+0.5% +$35.9K 0.4% 59
2025
Q4 		$6.33M Buy
98,264
+8,631
+10% +$552K 0.4% 58
2025
Q3 		$5.69M Buy
89,633
+8,418
+10% +$520K 0.38% 62
2025
Q2 		$4.81M Sell
81,215
-3,697
-4% -$207K 0.35% 66
2025
Q1 		$4.75M Buy
84,912
+6,245
+8% +$373K 0.38% 60
2024
Q4 		$4.76M Buy
78,667
+8,380
+12% +$525K 0.39% 56
2024
Q3 		$4.28M Buy
70,287
+7,056
+11% +$414K 0.36% 65
2024
Q2 		$3.58M Buy
63,231
+2,744
+5% +$156K 0.32% 67
2024
Q1 		$3.54M Buy
60,487
+3,105
+5% +$170K 0.33% 67
2023
Q4 		$3.08M Buy
+57,382
New +$2.83M 0.31% 69

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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