LWM
JMEE icon

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

Lakeridge 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 		$6.43M Buy
82,410
+720
+0.9% +$52.8K 2.36% 9
2026
Q1 		$5.45M Buy
81,690
+569
+0.7% +$38.7K 2.35% 10
2025
Q4 		$5.22M Buy
81,121
+3,235
+4% +$207K 2.37% 12
2025
Q3 		$4.94M Buy
77,886
+166
+0.2% +$10.3K 2.2% 14
2025
Q2 		$4.6M Buy
77,720
+2,338
+3% +$131K 2.12% 14
2025
Q1 		$4.22M Buy
75,382
+3,644
+5% +$218K 2.11% 13
2024
Q4 		$4.34M Buy
71,738
+8,025
+13% +$503K 2.24% 12
2024
Q3 		$3.88M Buy
63,713
+1,526
+2% +$89.6K 2.13% 11
2024
Q2 		$3.52M Buy
62,187
+2,380
+4% +$135K 2.12% 12
2024
Q1 		$3.5M Buy
59,807
+300
+0.5% +$16.4K 2.27% 12
2023
Q4 		$3.2M Buy
+59,507
New +$2.94M 2.31% 10

Other funds holding JMEE

CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
FF
Fortitude Financial Spokane, Washington $111M AUM 16.12% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return