MeadowBrook Investment Advisors’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

MeadowBrook Investment Advisors’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	-141	Closed	-$7.89K	–	263
2025 Q1	$7.89K	Hold	141	–	–	0.01%	261
2024 Q4	$8.53K	Hold	141	–	–	0.01%	259
2024 Q3	$8.6K	Hold	141	–	–	0.01%	254
2024 Q2	$7.99K	Hold	141	–	–	0.01%	244
2024 Q1	$8.25K	Hold	141	–	–	0.01%	250
2023 Q4	$7.57K	Buy	+141	New	+$6.96K	0.01%	259

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

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

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

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

MeadowBrook Investment Advisors's JMEE Position: Q2 2025 in Review

MeadowBrook Investment Advisors sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q2 2025, closing a stake of 141 shares — an estimated $7.89K sold.

MeadowBrook Investment Advisors first reported a position in JMEE in Q4 2023 and held it in 6 quarters. The position peaked at $8.6K in Q3 2024. 144 funds tracked by Wall St. Rank hold JMEE as of Q2 2025.

MeadowBrook Investment Advisors reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q2 2025 after selling out during the quarter.
MeadowBrook Investment Advisors sold 141 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2025, an estimated $7.89K.
MeadowBrook Investment Advisors first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2023 and held it in 6 quarters.
MeadowBrook Investment Advisors's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $8.6K in Q3 2024.
144 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2025.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.