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Kendall Capital Management’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Kendall Capital 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
2025
Q2 		– Sell
-17,535
Closed -$982K – 230
2025
Q1 		$982K Buy
+17,535
New +$1.05M 0.29% 93

Other funds holding JMEE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $324B AUM 22.36% 1-Year Est. Return

Kendall Capital Management's JMEE Position: Q2 2025 in Review

Kendall Capital Management sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q2 2025, closing a stake of 17,535 shares — an estimated $982K sold.

Kendall Capital Management first reported a position in JMEE in Q1 2025 and held it in 1 quarter. The position peaked at $982K in Q1 2025. 144 funds tracked by Wall St. Rank hold JMEE as of Q2 2025.

  • Kendall Capital Management reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Kendall Capital Management sold 17,535 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2025, an estimated $982K.
  • Kendall Capital Management first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q1 2025 and held it in 1 quarter.
  • Kendall Capital Management's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $982K in Q1 2025.
  • 144 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2025.

Based on Kendall Capital Management's 13F filing for Q2 2025, filed 16 Jul 2025.