Northwest Capital Management’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Northwest Capital 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
2025 Q3	–	Sell	-4,826	Closed	-$286K	–	299
2025 Q2	$286K	Buy	4,826 +901	+23%	+$50.4K	0.15%	97
2025 Q1	$220K	Hold	3,925	–	–	0.09%	110
2024 Q4	$237K	Hold	3,925	–	–	0.1%	94
2024 Q3	$239K	Hold	3,925	–	–	0.09%	94
2024 Q2	$222K	Hold	3,925	–	–	0.08%	95
2024 Q1	$230K	Hold	3,925	–	–	0.07%	115
2023 Q4	$211K	Buy	+3,925	New	+$194K	0.07%	115

Other funds holding JMEE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 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 $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $324B AUM 22.36% 1-Year Est. Return

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

Northwest Capital Management's JMEE Position: Q3 2025 in Review

Northwest Capital Management sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q3 2025, closing a stake of 4,826 shares — an estimated $286K sold.

Northwest Capital Management first reported a position in JMEE in Q4 2023 and held it in 7 quarters. The position peaked at $286K in Q2 2025. 150 funds tracked by Wall St. Rank hold JMEE as of Q3 2025.

Northwest Capital Management reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q3 2025 after selling out during the quarter.
Northwest Capital Management sold 4,826 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q3 2025, an estimated $286K.
Northwest Capital Management first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2023 and held it in 7 quarters.
Northwest Capital Management's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $286K in Q2 2025.
150 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q3 2025.

Based on Northwest Capital Management's 13F filing for Q3 2025, filed 20 Oct 2025.