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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

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

Curry Webb Wealth Management's JMEE Position: Q1 2026 in Review

Curry Webb Wealth Management reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 5.4% in Q1 2026, selling an estimated $142K and leaving 36,234 shares worth $2.42M. The position accounts for 1.14% of the portfolio, ranked #22.

Curry Webb Wealth Management first reported a position in JMEE in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.47M in Q4 2025. 177 funds tracked by Wall St. Rank hold JMEE as of Q1 2026.

Curry Webb Wealth Management held 36,234 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $2.42M as of Q1 2026.
Curry Webb Wealth Management sold 2,083 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q1 2026, an estimated $142K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 1.14% of Curry Webb Wealth Management's portfolio in Q1 2026, its #22 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 2 quarters since.
Curry Webb Wealth Management's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $2.47M in Q4 2025.
177 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q1 2026.

Based on Curry Webb Wealth Management's 13F filing for Q1 2026, filed 10 Jun 2026.