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MN Wealth Advisors’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

MN Wealth 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
Q1 		– Sell
-5,557
Closed -$336K – 108
2024
Q4 		$336K Buy
5,557
+114
+2% +$7.14K 0.19% 75
2024
Q3 		$332K Buy
5,443
+370
+7% +$21.7K 0.19% 76
2024
Q2 		$287K Buy
+5,073
New +$288K 0.17% 84

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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

MN Wealth Advisors's JMEE Position: Q1 2025 in Review

MN Wealth Advisors sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q1 2025, closing a stake of 5,557 shares — an estimated $336K sold.

MN Wealth Advisors first reported a position in JMEE in Q2 2024 and held it in 3 quarters. The position peaked at $336K in Q4 2024. 149 funds tracked by Wall St. Rank hold JMEE as of Q1 2025.

  • MN Wealth Advisors reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q1 2025 after selling out during the quarter.
  • MN Wealth Advisors sold 5,557 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q1 2025, an estimated $336K.
  • MN Wealth Advisors first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2024 and held it in 3 quarters.
  • MN Wealth Advisors's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $336K in Q4 2024.
  • 149 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q1 2025.

Based on MN Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.