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

Prosperity 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
2025 Q4	$375K	Buy	5,832 +330	+6%	+$21.1K	0.13%	171
2025 Q3	$349K	Sell	5,502 -42	-0.8%	-$2.6K	0.12%	170
2025 Q2	$328K	Sell	5,544 -310	-5%	-$17.4K	0.12%	164
2025 Q1	$328K	Buy	5,854 +1,838	+46%	+$110K	0.15%	133
2024 Q4	$243K	Buy	4,016 +309	+8%	+$19.4K	0.1%	173
2024 Q3	$226K	Buy	+3,707	New	+$218K	0.09%	168

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

Prosperity Wealth Management's JMEE Position: Q4 2025 in Review

Prosperity Wealth Management increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 6% in Q4 2025, buying an estimated $21.1K and bringing the position to 5,832 shares worth $375K. The position accounts for 0.13% of the portfolio, ranked #171.

Prosperity Wealth Management first reported a position in JMEE in Q3 2024 and has held it in 6 quarters since. 176 funds tracked by Wall St. Rank hold JMEE as of Q4 2025.

Prosperity Wealth Management held 5,832 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $375K as of Q4 2025.
Prosperity Wealth Management bought 330 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q4 2025, an estimated $21.1K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.13% of Prosperity Wealth Management's portfolio in Q4 2025, its #171 holding.
Prosperity Wealth Management first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q3 2024 and has held it in 6 quarters since.
176 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.