Envestnet Portfolio Solutions
JMEE icon

Envestnet Portfolio Solutions’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Envestnet Portfolio Solutions’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 		– Sell
-13,090
Closed -$733K – 1600
2025
Q1 		$733K Buy
13,090
+1,351
+12% +$80.8K ﹤0.01% 899
2024
Q4 		$710K Buy
11,739
+1,278
+12% +$80.1K ﹤0.01% 1073
2024
Q3 		$638K Buy
10,461
+1,326
+15% +$77.8K ﹤0.01% 1073
2024
Q2 		$517K Buy
9,135
+5,457
+148% +$309K ﹤0.01% 1125
2024
Q1 		$215K Buy
+3,678
New +$201K ﹤0.01% 1532

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

Envestnet Portfolio Solutions's JMEE Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q2 2025, closing a stake of 13,090 shares — an estimated $733K sold.

Envestnet Portfolio Solutions first reported a position in JMEE in Q1 2024 and held it in 5 quarters. The position peaked at $733K in Q1 2025. 144 funds tracked by Wall St. Rank hold JMEE as of Q2 2025.

  • Envestnet Portfolio Solutions reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 13,090 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2025, an estimated $733K.
  • Envestnet Portfolio Solutions first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q1 2024 and held it in 5 quarters.
  • Envestnet Portfolio Solutions's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $733K in Q1 2025.
  • 144 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.