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Global Wealth Strategies & Associates’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Global Wealth Strategies & Associates’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
-400
Closed -$22.4K – 425
2025
Q1 		$22.4K Buy
+400
New +$23.9K 0.01% 175

Other funds holding JMEE

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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 $1.3B AUM 10.88% 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

Global Wealth Strategies & Associates's JMEE Position: Q2 2025 in Review

Global Wealth Strategies & Associates sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q2 2025, closing a stake of 400 shares — an estimated $22.4K sold.

Global Wealth Strategies & Associates first reported a position in JMEE in Q1 2025 and held it in 1 quarter. The position peaked at $22.4K in Q1 2025. 144 funds tracked by Wall St. Rank hold JMEE as of Q2 2025.

  • Global Wealth Strategies & Associates reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 400 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2025, an estimated $22.4K.
  • Global Wealth Strategies & Associates first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q1 2025 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $22.4K in Q1 2025.
  • 144 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2025, filed 7 Jul 2025.