FA
JMEE icon

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
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

CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
FF
Fortitude Financial Spokane, Washington $111M AUM 16.12% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return