Financial Management Professionals’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Financial Management Professionals’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	$2.5K	Hold	32	–	–	﹤0.01%	770
2026 Q1	$2.14K	Hold	32	–	–	﹤0.01%	723
2025 Q4	$2.06K	Sell	32 -18	-36%	-$1.15K	﹤0.01%	723
2025 Q3	$3.17K	Hold	50	–	–	﹤0.01%	649
2025 Q2	$2.96K	Hold	50	–	–	﹤0.01%	694
2025 Q1	$2.8K	Hold	50	–	–	﹤0.01%	701
2024 Q4	$3.02K	Buy	+50	New	+$3.13K	﹤0.01%	680

Other funds holding JMEE

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

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

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Fortitude Financial Spokane, Washington $111M AUM 16.12% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return