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

Total Clarity 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
2026 Q2	$3.78M	Buy	48,412 +3,808	+9%	+$279K	0.73%	32
2026 Q1	$2.98M	Buy	44,604 +8,206	+23%	+$559K	0.7%	41
2025 Q4	$2.34M	Buy	36,398 +12,002	+49%	+$768K	0.57%	50
2025 Q3	$1.55M	Buy	24,396 +1,726	+8%	+$107K	0.41%	65
2025 Q2	$1.34M	Buy	22,670 +7,888	+53%	+$441K	0.38%	71
2025 Q1	$894K	Sell	14,782 -142	-1%	-$8.49K	0.29%	93
2024 Q4	$902K	Buy	+14,924	New	+$935K	0.29%	91
2023 Q1	–	Sell	-10,148	Closed	-$467K	–	220
2022 Q4	$467K	Buy	10,148 +344	+4%	+$16.7K	0.24%	106
2022 Q3	$435K	Buy	9,804 +205	+2%	+$9.99K	0.27%	103
2022 Q2	$440K	Buy	+9,599	New	+$464K	0.23%	107

Other funds holding JMEE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

SPWG

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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

Total Clarity Wealth Management's JMEE Position: Q2 2026 in Review

Total Clarity Wealth Management increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 8.5% in Q2 2026, buying an estimated $279K and bringing the position to 48,412 shares worth $3.78M. The position accounts for 0.73% of the portfolio, ranked #32.

Total Clarity Wealth Management first reported a position in JMEE in Q2 2022 and has held it in 10 quarters since. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Total Clarity Wealth Management held 48,412 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $3.78M as of Q2 2026.
Total Clarity Wealth Management bought 3,808 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $279K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.73% of Total Clarity Wealth Management's portfolio in Q2 2026, its #32 holding.
Total Clarity Wealth Management first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2022 and has held it in 10 quarters since.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.