Siligmueller & Norvid Wealth Advisors’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Siligmueller & Norvid Wealth Advisors’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 Q3	–	Sell	-19,165	Closed	-$1.15M	–	202
2025 Q2	$1.15M	Sell	19,165 -3,635	-16%	-$203K	0.45%	42
2025 Q1	$1.28M	Sell	22,800 -8,783	-28%	-$525K	0.54%	37
2024 Q4	$1.91M	Buy	+31,583	New	+$1.98M	0.81%	32

Other funds holding JMEE

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

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

CAG

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TWP

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Siligmueller & Norvid Wealth Advisors's JMEE Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q3 2025, closing a stake of 19,165 shares — an estimated $1.15M sold.

Siligmueller & Norvid Wealth Advisors first reported a position in JMEE in Q4 2024 and held it in 3 quarters. The position peaked at $1.91M in Q4 2024. 150 funds tracked by Wall St. Rank hold JMEE as of Q3 2025.

Siligmueller & Norvid Wealth Advisors reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q3 2025 after selling out during the quarter.
Siligmueller & Norvid Wealth Advisors sold 19,165 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q3 2025, an estimated $1.15M.
Siligmueller & Norvid Wealth Advisors first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2024 and held it in 3 quarters.
Siligmueller & Norvid Wealth Advisors's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $1.91M in Q4 2024.
150 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.