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David Shaw’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

David Shaw’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
Q3 		– Sell
-3,489
Closed -$207K – 4752
2025
Q2 		$207K Sell
3,489
-5,615
-62% -$314K ﹤0.01% 4043
2025
Q1 		$510K Hold
9,104
– – ﹤0.01% 3497
2024
Q4 		$551K Sell
9,104
-332
-4% -$20.8K ﹤0.01% 3559
2024
Q3 		$575K Buy
9,436
+455
+5% +$26.7K ﹤0.01% 3620
2024
Q2 		$509K Buy
+8,981
New +$509K ﹤0.01% 3612

Other funds holding JMEE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

David Shaw's JMEE Position: Q3 2025 in Review

David Shaw sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q3 2025, closing a stake of 3,489 shares — an estimated $207K sold.

David Shaw first reported a position in JMEE in Q2 2024 and held it in 5 quarters. The position peaked at $575K in Q3 2024. 150 funds tracked by Wall St. Rank hold JMEE as of Q3 2025.

  • David Shaw reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q3 2025 after selling out during the quarter.
  • David Shaw sold 3,489 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q3 2025, an estimated $207K.
  • David Shaw first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2024 and held it in 5 quarters.
  • David Shaw's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $575K in Q3 2024.
  • 150 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q3 2025.

Based on D.E. Shaw & Co's 13F filing for Q3 2025, filed 14 Nov 2025.