Principal Securities’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Principal Securities’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	-544	Closed	-$34.5K	–	2500
2025 Q3	$34.5K	Buy	544 +220	+68%	+$13.6K	﹤0.01%	2136
2025 Q2	$19.2K	Sell	324 -325	-50%	-$18.2K	﹤0.01%	2336
2025 Q1	$39.2K	Hold	649	–	–	﹤0.01%	1859
2024 Q4	$39.2K	Sell	649 -10	-2%	-$626	﹤0.01%	1855
2024 Q3	$40.2K	Sell	659 -8	-1%	-$469	﹤0.01%	1787
2024 Q2	$37.8K	Sell	667 -229	-26%	-$13K	﹤0.01%	1750
2024 Q1	$52.4K	Buy	896 +17	+2%	+$929	﹤0.01%	1546
2023 Q4	$47.2K	Buy	+879	New	+$43.4K	﹤0.01%	1515

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 $1.3B AUM 10.88% 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

Principal Securities's JMEE Position: Q4 2025 in Review

Principal Securities sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q4 2025, closing a stake of 544 shares — an estimated $34.5K sold.

Principal Securities first reported a position in JMEE in Q4 2023 and held it in 8 quarters. The position peaked at $52.4K in Q1 2024. 176 funds tracked by Wall St. Rank hold JMEE as of Q4 2025.

Principal Securities reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 544 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q4 2025, an estimated $34.5K.
Principal Securities first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2023 and held it in 8 quarters.
Principal Securities's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $52.4K in Q1 2024.
176 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.