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

Crewe 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	-515	Closed	-$32.7K	–	1114
2025 Q3	$32.7K	Hold	515	–	–	﹤0.01%	419
2025 Q2	$30.5K	Hold	515	–	–	﹤0.01%	322
2025 Q1	$28.8K	Buy	+515	New	+$30.8K	﹤0.01%	312

Other funds holding JMEE

JP Morgan Chase New York $1.81T AUM 41.13% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

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

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Crewe Advisors's JMEE Position: Q4 2025 in Review

Crewe Advisors sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q4 2025, closing a stake of 515 shares — an estimated $32.7K sold.

Crewe Advisors first reported a position in JMEE in Q1 2025 and held it in 3 quarters. The position peaked at $32.7K in Q3 2025. 176 funds tracked by Wall St. Rank hold JMEE as of Q4 2025.

Crewe Advisors reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q4 2025 after selling out during the quarter.
Crewe Advisors sold 515 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q4 2025, an estimated $32.7K.
Crewe Advisors first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q1 2025 and held it in 3 quarters.
Crewe Advisors's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $32.7K in Q3 2025.
176 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q4 2025.

Based on Crewe Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.