NWAM LLC’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

NWAM LLC’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 Q4	–	Sell	-15,448	Closed	-$983K	–	659
2025 Q3	$983K	Buy	15,448 +4,757	+44%	+$294K	0.05%	285
2025 Q2	$641K	Sell	10,691 -30,020	-74%	-$1.68M	0.04%	344
2025 Q1	$2.28M	Buy	40,711 +1,448	+4%	+$86.6K	0.2%	116
2024 Q4	$2.37M	Buy	39,263 +3,637	+10%	+$228K	0.15%	149
2024 Q3	$2.17M	Buy	+35,626	New	+$2.09M	0.13%	159

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

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

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

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

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NWAM LLC's JMEE Position: Q4 2025 in Review

NWAM LLC sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q4 2025, closing a stake of 15,448 shares — an estimated $983K sold.

NWAM LLC first reported a position in JMEE in Q3 2024 and held it in 5 quarters. The position peaked at $2.37M in Q4 2024. 176 funds tracked by Wall St. Rank hold JMEE as of Q4 2025.

NWAM LLC reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q4 2025 after selling out during the quarter.
NWAM LLC sold 15,448 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q4 2025, an estimated $983K.
NWAM LLC first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q3 2024 and held it in 5 quarters.
NWAM LLC's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $2.37M in Q4 2024.
176 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q4 2025.

Based on NWAM LLC's 13F filing for Q4 2025, filed 4 Feb 2026.