Grey Fox Wealth Advisors’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Grey Fox Wealth 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
2025 Q4	–	Sell	-5	Closed	-$317	–	390
2025 Q3	$317	Buy	+5	New	+$309	﹤0.01%	618
2023 Q1	–	Sell	-551	Closed	-$25.4K	–	544
2022 Q4	$25.4K	Buy	+551	New	+$26.7K	0.02%	218

Other funds holding JMEE

JP Morgan Chase New York $1.81T AUM 41.13% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 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

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

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

Grey Fox Wealth Advisors's JMEE Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q4 2025, closing a stake of 5 shares — an estimated $317 sold.

Grey Fox Wealth Advisors first reported a position in JMEE in Q4 2022 and held it in 2 quarters. The position peaked at $25.4K in Q4 2022. 176 funds tracked by Wall St. Rank hold JMEE as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 5 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q4 2025, an estimated $317.
Grey Fox Wealth Advisors first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2022 and held it in 2 quarters.
Grey Fox Wealth Advisors's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $25.4K in Q4 2022.
176 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.