Golden State Wealth Management’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Golden State Wealth Management’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	$46.8K	Sell	600 -102	-15%	-$7.48K	﹤0.01%	737
2026 Q1	$46.9K	Hold	702	–	–	0.01%	702
2025 Q4	$45.2K	Sell	702 -25	-3%	-$1.6K	﹤0.01%	714
2025 Q3	$46.1K	Buy	727 +57	+9%	+$3.52K	0.01%	697
2025 Q2	$39.7K	Sell	670 -321	-32%	-$18K	﹤0.01%	698
2025 Q1	$55.5K	Sell	991 -228	-19%	-$13.6K	0.01%	572
2024 Q4	$73.7K	Buy	+1,219	New	+$76.4K	0.01%	489

Other funds holding JMEE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SPWG

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Golden State Wealth Management's JMEE Position: Q2 2026 in Review

Golden State Wealth Management reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 15% in Q2 2026, selling an estimated $7.48K and leaving 600 shares worth $46.8K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

Golden State Wealth Management first reported a position in JMEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $73.7K in Q4 2024. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Golden State Wealth Management held 600 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $46.8K as of Q2 2026.
Golden State Wealth Management sold 102 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $7.48K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #737 holding.
Golden State Wealth Management first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2024 and has held it in 7 quarters since.
Golden State Wealth Management's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $73.7K in Q4 2024.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.