Curry Webb Wealth Management
JMEE icon

Curry Webb Wealth Management’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Curry Webb Wealth Management’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 		$3.11M Hold
39,874
– – 1.29% 18
2026
Q2 		$3.11M Buy
39,874
+3,640
+10% +$267K 1.29% 18
2026
Q1 		$2.42M Sell
36,234
-2,083
-5% -$142K 1.14% 22
2025
Q4 		$2.47M Buy
+38,317
New +$2.45M 1.22% 26

Other funds holding JMEE

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management Cincinnati, Ohio $8.23B AUM 17.87% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Curry Webb Wealth Management's JMEE Position: Q3 2026 in Review

Curry Webb Wealth Management held its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) position steady in Q3 2026 at 39,874 shares worth $3.11M. The position accounts for 1.29% of the portfolio, ranked #18.

Curry Webb Wealth Management first reported a position in JMEE in Q4 2025 and has held it in 4 quarters since. 175 funds tracked by Wall St. Rank hold JMEE as of Q3 2026.

  • Curry Webb Wealth Management held 39,874 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $3.11M as of Q3 2026.
  • Curry Webb Wealth Management left its JPMorgan Small & Mid Cap Enhanced Equity ETF share count unchanged in Q3 2026.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF made up 1.29% of Curry Webb Wealth Management's portfolio in Q3 2026, its #18 holding.
  • Curry Webb Wealth Management first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • 175 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q3 2026.

Based on Curry Webb Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.