Northwestern Mutual Wealth Management
JMEE icon

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

Northwestern Mutual 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 		$18.1M Sell
231,431
-26,151
-10% -$1.92M 0.01% 492
2026
Q1 		$17.2M Buy
257,582
+193
+0.1% +$13.1K 0.01% 470
2025
Q4 		$16.6M Buy
257,389
+5,785
+2% +$370K 0.01% 457
2025
Q3 		$16M Sell
251,604
-7,078
-3% -$437K 0.01% 451
2025
Q2 		$15.3M Buy
258,682
+38,127
+17% +$2.13M 0.01% 430
2025
Q1 		$12.3M Buy
220,555
+26,453
+14% +$1.58M 0.01% 440
2024
Q4 		$11.7M Buy
194,102
+6,957
+4% +$436K 0.01% 430
2024
Q3 		$11.4M Buy
187,145
+33,241
+22% +$1.95M 0.01% 424
2024
Q2 		$8.72M Buy
153,904
+116,830
+315% +$6.62M 0.01% 450
2024
Q1 		$2.17M Buy
37,074
+5,107
+16% +$279K ﹤0.01% 775
2023
Q4 		$1.72M Sell
31,967
-5,600
-15% -$276K ﹤0.01% 815
2023
Q3 		$1.82M Sell
37,567
-5,781
-13% -$292K ﹤0.01% 755
2023
Q2 		$2.17M Buy
43,348
+5,529
+15% +$263K ﹤0.01% 686
2023
Q1 		$1.81M Buy
37,819
+442
+1% +$21.5K ﹤0.01% 711
2022
Q4 		$1.72M Sell
37,377
-7,550
-17% -$366K ﹤0.01% 704
2022
Q3 		$2M Sell
44,927
-69
-0.2% -$3.36K ﹤0.01% 629
2022
Q2 		$2.06M Buy
+44,996
New +$2.17M ﹤0.01% 616

Other funds holding JMEE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Northwestern Mutual Wealth Management's JMEE Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 10% in Q2 2026, selling an estimated $1.92M and leaving 231,431 shares worth $18.1M. The position accounts for 0.01% of the portfolio, ranked #492.

Northwestern Mutual Wealth Management first reported a position in JMEE in Q2 2022 and has held it in 17 quarters since. 196 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

  • Northwestern Mutual Wealth Management held 231,431 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $18.1M as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 26,151 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $1.92M.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #492 holding.
  • Northwestern Mutual Wealth Management first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2022 and has held it in 17 quarters since.
  • 196 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.