Thoroughbred Financial Services’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Thoroughbred Financial Services’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	-7,112	Closed	-$398K	–	638
2025 Q1	$398K	Buy	+7,112	New	+$425K	0.02%	471

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Thoroughbred Financial Services's JMEE Position: Q2 2025 in Review

Thoroughbred Financial Services sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q2 2025, closing a stake of 7,112 shares — an estimated $398K sold.

Thoroughbred Financial Services first reported a position in JMEE in Q1 2025 and held it in 1 quarter. The position peaked at $398K in Q1 2025. 144 funds tracked by Wall St. Rank hold JMEE as of Q2 2025.

Thoroughbred Financial Services reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q2 2025 after selling out during the quarter.
Thoroughbred Financial Services sold 7,112 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2025, an estimated $398K.
Thoroughbred Financial Services first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q1 2025 and held it in 1 quarter.
Thoroughbred Financial Services's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $398K in Q1 2025.
144 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2025.

Based on Thoroughbred Financial Services's 13F filing for Q2 2025, filed 8 Aug 2025.