Leo Wealth LLC’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Leo Wealth LLC’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 Q3	–	Sell	-18,776	Closed	-$1.11M	–	348
2025 Q2	$1.11M	Buy	+18,776	New	+$1.05M	0.09%	165
2025 Q1	–	Sell	-21,399	Closed	-$1.29M	–	330
2024 Q4	$1.29M	Buy	21,399 +4,352	+26%	+$273K	0.12%	131
2024 Q3	$1.04M	Buy	17,047 +1,549	+10%	+$90.9K	0.1%	152
2024 Q2	$870K	Sell	15,498 -38,533	-71%	-$2.18M	0.09%	157
2024 Q1	$3.14M	Buy	54,031 +12,580	+30%	+$688K	0.32%	56
2023 Q4	$2.34M	Buy	+41,451	New	+$2.04M	0.24%	72

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TWP

Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Leo Wealth LLC's JMEE Position: Q3 2025 in Review

Leo Wealth LLC sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q3 2025, closing a stake of 18,776 shares — an estimated $1.11M sold.

Leo Wealth LLC first reported a position in JMEE in Q4 2023 and held it in 6 quarters. The position peaked at $3.14M in Q1 2024. 150 funds tracked by Wall St. Rank hold JMEE as of Q3 2025.

Leo Wealth LLC reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q3 2025 after selling out during the quarter.
Leo Wealth LLC sold 18,776 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q3 2025, an estimated $1.11M.
Leo Wealth LLC first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2023 and held it in 6 quarters.
Leo Wealth LLC's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $3.14M in Q1 2024.
150 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q3 2025.

Based on Leo Wealth LLC's 13F filing for Q3 2025, filed 14 Nov 2025.