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Hazlett, Burt & Watson’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Hazlett, Burt & Watson’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
Q1 		$116K Hold
1,735
– – 0.04% 324
2025
Q4 		$112K Hold
1,735
– – 0.04% 329
2025
Q3 		$111K Sell
1,735
-150
-8% -$9.27K 0.04% 299
2025
Q2 		$111K Hold
1,885
– – 0.05% 267
2025
Q1 		$105K Buy
1,885
+75
+4% +$4.48K 0.05% 268
2024
Q4 		$109K Hold
1,810
– – 0.05% 268
2024
Q3 		$110K Buy
1,810
+50
+3% +$2.93K 0.05% 266
2024
Q2 		$99K Buy
1,760
+760
+76% +$43.1K 0.05% 264
2024
Q1 		$60K Buy
+1,000
New +$54.7K 0.04% 308

Other funds holding JMEE

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.05B AUM 15.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return