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Kerr Financial Planning’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Kerr Financial Planning’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
-100
Closed -$6.26K – 538
2025
Q3 		$6.26K Buy
+100
New +$6.18K 0.01% 404

Other funds holding JMEE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
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
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Osaic Holdings
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Kerr Financial Planning's JMEE Position: Q4 2025 in Review

Kerr Financial Planning sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q4 2025, closing a stake of 100 shares — an estimated $6.26K sold.

Kerr Financial Planning first reported a position in JMEE in Q3 2025 and held it in 1 quarter. The position peaked at $6.26K in Q3 2025. 176 funds tracked by Wall St. Rank hold JMEE as of Q4 2025.

  • Kerr Financial Planning reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Kerr Financial Planning sold 100 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q4 2025, an estimated $6.26K.
  • Kerr Financial Planning first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q3 2025 and held it in 1 quarter.
  • Kerr Financial Planning's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $6.26K in Q3 2025.
  • 176 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q4 2025.

Based on Kerr Financial Planning's 13F filing for Q4 2025, filed 10 Feb 2026.