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

Schwallier 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	$3.74M	Sell	56,020 -3,159	-5%	-$215K	2.73%	10
2025 Q4	$3.99M	Sell	59,179 -57,716	-49%	-$3.69M	2.55%	11
2025 Q3	$7.41M	Sell	116,895 -3,575	-3%	-$221K	4.63%	6
2025 Q2	$7.13M	Buy	120,470 +24,983	+26%	+$1.4M	4.36%	7
2025 Q1	$5.35M	Buy	+95,487	New	+$5.71M	3.95%	8

Other funds holding JMEE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 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 Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Schwallier Wealth Management's JMEE Position: Q1 2026 in Review

Schwallier Wealth Management reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 5.3% in Q1 2026, selling an estimated $215K and leaving 56,020 shares worth $3.74M. The position accounts for 2.73% of the portfolio, ranked #10.

Schwallier Wealth Management first reported a position in JMEE in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.41M in Q3 2025. 177 funds tracked by Wall St. Rank hold JMEE as of Q1 2026.

Schwallier Wealth Management held 56,020 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $3.74M as of Q1 2026.
Schwallier Wealth Management sold 3,159 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q1 2026, an estimated $215K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 2.73% of Schwallier Wealth Management's portfolio in Q1 2026, its #10 holding.
Schwallier Wealth Management first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q1 2025 and has held it in 5 quarters since.
Schwallier Wealth Management's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $7.41M in Q3 2025.
177 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q1 2026.

Based on Schwallier Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.