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 Q3	$481K	Sell	6,531 -1,414	-18%	-$108K	0.31%	42
2026 Q2	$620K	Sell	7,945 -48,075	-86%	-$3.52M	0.39%	38
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

Meridian Financial Partners Warrenton, Virginia $306M AUM 22.08% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

Verus Capital Partners Scottsdale, Arizona $1.91B AUM 49.49% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $695M AUM 28.3% 1-Year Est. Return

Schwallier Wealth Management's JMEE Position: Q3 2026 in Review

Schwallier Wealth Management reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 18% in Q3 2026, selling an estimated $108K and leaving 6,531 shares worth $481K. The position accounts for 0.31% of the portfolio, ranked #42.

Schwallier Wealth Management first reported a position in JMEE in Q1 2025 and has held it in 7 quarters since. The position peaked at $7.41M in Q3 2025. 110 funds tracked by Wall St. Rank hold JMEE as of Q3 2026.

Schwallier Wealth Management held 6,531 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $481K as of Q3 2026.
Schwallier Wealth Management sold 1,414 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q3 2026, an estimated $108K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.31% of Schwallier Wealth Management's portfolio in Q3 2026, its #42 holding.
Schwallier Wealth Management first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q1 2025 and has held it in 7 quarters since.
Schwallier Wealth Management's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $7.41M in Q3 2025.
110 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q3 2026.

Based on Schwallier Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.