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

SFG 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 Q1	–	Sell	-10,152	Closed	-$614K	–	122
2024 Q4	$614K	Buy	10,152 +2,045	+25%	+$128K	0.32%	51
2024 Q3	$494K	Sell	8,107 -48	-0.6%	-$2.82K	0.26%	56
2024 Q2	$462K	Sell	8,155 -84	-1%	-$4.76K	0.26%	55
2024 Q1	$482K	Sell	8,239 -51	-0.6%	-$2.79K	0.29%	50
2023 Q4	$445K	Buy	8,290 +583	+8%	+$28.8K	0.3%	51
2023 Q3	$373K	Buy	+7,707	New	+$389K	0.3%	57

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TWP

Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

SFG Wealth Management's JMEE Position: Q1 2025 in Review

SFG Wealth Management sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q1 2025, closing a stake of 10,152 shares — an estimated $614K sold.

SFG Wealth Management first reported a position in JMEE in Q3 2023 and held it in 6 quarters. The position peaked at $614K in Q4 2024. 149 funds tracked by Wall St. Rank hold JMEE as of Q1 2025.

SFG Wealth Management reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q1 2025 after selling out during the quarter.
SFG Wealth Management sold 10,152 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q1 2025, an estimated $614K.
SFG Wealth Management first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q3 2023 and held it in 6 quarters.
SFG Wealth Management's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $614K in Q4 2024.
149 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q1 2025.

Based on SFG Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.