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

Total Wealth Planning’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 Q4	$1.63M	Sell	25,295 -449,783	-95%	-$28.8M	3.48%	11
2025 Q3	$30.1M	Buy	475,078 +32,663	+7%	+$2.02M	3.49%	10
2025 Q2	$26.2M	Buy	442,415 +45,531	+11%	+$2.55M	3.31%	10
2025 Q1	$22.2M	Buy	396,884 +61,373	+18%	+$3.67M	3.4%	10
2024 Q4	$20.3M	Buy	+335,511	New	+$21M	3.16%	10

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

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

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

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

Total Wealth Planning's JMEE Position: Q4 2025 in Review

Total Wealth Planning reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 95% in Q4 2025, selling an estimated $28.8M and leaving 25,295 shares worth $1.63M. The position accounts for 3.48% of the portfolio, ranked #11.

Total Wealth Planning first reported a position in JMEE in Q4 2024 and has held it in 5 quarters since. The position peaked at $30.1M in Q3 2025. 176 funds tracked by Wall St. Rank hold JMEE as of Q4 2025.

Total Wealth Planning held 25,295 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $1.63M as of Q4 2025.
Total Wealth Planning sold 449,783 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q4 2025, an estimated $28.8M.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 3.48% of Total Wealth Planning's portfolio in Q4 2025, its #11 holding.
Total Wealth Planning first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2024 and has held it in 5 quarters since.
Total Wealth Planning's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $30.1M in Q3 2025.
176 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.