Systelligence LLC’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Systelligence LLC’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	-80,142	Closed	-$4.75M	–	57
2025 Q2	$4.75M	Sell	80,142 -114,242	-59%	-$6.39M	0.88%	44
2025 Q1	$10.9M	Buy	194,384 +4,760	+3%	+$285K	2.61%	13
2024 Q4	$11.5M	Sell	189,624 -16,102	-8%	-$1.01M	2.83%	11
2024 Q3	$12.5M	Buy	205,726 +8,848	+4%	+$519K	3.11%	12
2024 Q2	$11.2M	Sell	196,878 -13,586	-6%	-$770K	2.97%	17
2024 Q1	$12.3M	Sell	210,464 -1,130	-0.5%	-$61.8K	3.22%	14
2023 Q4	$11.4M	Sell	211,594 -11,306	-5%	-$558K	3.1%	16
2023 Q3	$10.8M	Buy	+222,900	New	+$11.3M	3.03%	11

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 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 $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $369B AUM 28.27% 1-Year Est. Return

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

Systelligence LLC's JMEE Position: Q3 2025 in Review

Systelligence LLC sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q3 2025, closing a stake of 80,142 shares — an estimated $4.75M sold.

Systelligence LLC first reported a position in JMEE in Q3 2023 and held it in 8 quarters. The position peaked at $12.5M in Q3 2024. 150 funds tracked by Wall St. Rank hold JMEE as of Q3 2025.

Systelligence LLC reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q3 2025 after selling out during the quarter.
Systelligence LLC sold 80,142 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q3 2025, an estimated $4.75M.
Systelligence LLC first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q3 2023 and held it in 8 quarters.
Systelligence LLC's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $12.5M in Q3 2024.
150 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q3 2025.

Based on Systelligence LLC's 13F filing for Q3 2025, filed 13 Nov 2025.