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Elios Financial Group’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Elios Financial Group’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
Q2 		$447K Buy
7,543
+1,026
+16% +$57.4K 0.2% 90
2025
Q1 		$365K Sell
6,517
-276
-4% -$16.5K 0.18% 90
2024
Q4 		$411K Buy
6,793
+26
+0.4% +$1.63K 0.19% 85
2024
Q3 		$413K Buy
+6,767
New +$397K 0.19% 85

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Elios Financial Group's JMEE Position: Q2 2025 in Review

Elios Financial Group increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 16% in Q2 2025, buying an estimated $57.4K and bringing the position to 7,543 shares worth $447K. The position accounts for 0.2% of the portfolio, ranked #90.

Elios Financial Group first reported a position in JMEE in Q3 2024 and has held it in 4 quarters since. 144 funds tracked by Wall St. Rank hold JMEE as of Q2 2025.

  • Elios Financial Group held 7,543 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $447K as of Q2 2025.
  • Elios Financial Group bought 1,026 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2025, an estimated $57.4K.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.2% of Elios Financial Group's portfolio in Q2 2025, its #90 holding.
  • Elios Financial Group first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q3 2024 and has held it in 4 quarters since.
  • 144 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.