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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

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CAG
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Carson Wealth (CWM LLC)
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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
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
Jones Financial Companies
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