Fermata Advisors’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Fermata Advisors’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	$1.35M	Sell	18,398 -10,290	-36%	-$788K	0.26%	91
2026 Q2	$2.24M	Sell	28,688 -402	-1%	-$29.5K	0.45%	61
2026 Q1	$1.94M	Buy	29,090 +6,027	+26%	+$410K	0.44%	67
2025 Q4	$1.48M	Buy	23,063 +1,212	+6%	+$77.6K	0.36%	76
2025 Q3	$1.39M	Buy	21,851 +554	+3%	+$34.2K	0.35%	70
2025 Q2	$1.26M	Sell	21,297 -4,342	-17%	-$243K	0.34%	76
2025 Q1	$1.44M	Buy	25,639 +1,170	+5%	+$69.9K	0.26%	85
2024 Q4	$1.48M	Buy	+24,469	New	+$1.53M	0.28%	74

Other funds holding JMEE

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

PGFG

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Fermata Advisors's JMEE Position: Q3 2026 in Review

Fermata Advisors reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 36% in Q3 2026, selling an estimated $788K and leaving 18,398 shares worth $1.35M. The position accounts for 0.26% of the portfolio, ranked #91.

Fermata Advisors first reported a position in JMEE in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.24M in Q2 2026. 19 funds tracked by Wall St. Rank hold JMEE as of Q3 2026.

Fermata Advisors held 18,398 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $1.35M as of Q3 2026.
Fermata Advisors sold 10,290 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q3 2026, an estimated $788K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.26% of Fermata Advisors's portfolio in Q3 2026, its #91 holding.
Fermata Advisors first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2024 and has held it in 8 quarters since.
Fermata Advisors's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $2.24M in Q2 2026.
19 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.