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Strategic Financial Concepts’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Strategic Financial Concepts’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
Q2 		– Sell
-6,421
Closed -$359K – 327
2025
Q1 		$359K Buy
6,421
+865
+16% +$51.7K 0.07% 217
2024
Q4 		$336K Buy
+5,556
New +$348K 0.06% 221

Other funds holding JMEE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Strategic Financial Concepts's JMEE Position: Q2 2025 in Review

Strategic Financial Concepts sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q2 2025, closing a stake of 6,421 shares — an estimated $359K sold.

Strategic Financial Concepts first reported a position in JMEE in Q4 2024 and held it in 2 quarters. The position peaked at $359K in Q1 2025. 144 funds tracked by Wall St. Rank hold JMEE as of Q2 2025.

  • Strategic Financial Concepts reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 6,421 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2025, an estimated $359K.
  • Strategic Financial Concepts first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2024 and held it in 2 quarters.
  • Strategic Financial Concepts's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $359K in Q1 2025.
  • 144 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2025.

Based on Strategic Financial Concepts's 13F filing for Q2 2025, filed 5 Aug 2025.