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
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 $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Northwestern Mutual Wealth Management's JMEE Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 0.07% in Q1 2026, buying an estimated $13.1K and bringing the position to 257,582 shares worth $17.2M. The position accounts for 0.01% of the portfolio, ranked #470.

Northwestern Mutual Wealth Management first reported a position in JMEE in Q2 2022 and has held it in 16 quarters since. 177 funds tracked by Wall St. Rank hold JMEE as of Q1 2026.

  • Northwestern Mutual Wealth Management held 257,582 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $17.2M as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 193 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q1 2026, an estimated $13.1K.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #470 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 16 quarters since.
  • 177 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.