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

Tripletail 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
2025
Q4 		– Sell
-926
Closed -$59.2K – 318
2025
Q3 		$59.2K Buy
+926
New +$57.2K 0.07% 143

Other funds holding JMEE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $5.5B AUM 20.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Tripletail Wealth Management's JMEE Position: Q4 2025 in Review

Tripletail Wealth Management sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q4 2025, closing a stake of 926 shares — an estimated $59.2K sold.

Tripletail Wealth Management first reported a position in JMEE in Q3 2025 and held it in 1 quarter. The position peaked at $59.2K in Q3 2025. 176 funds tracked by Wall St. Rank hold JMEE as of Q4 2025.

  • Tripletail Wealth Management reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Tripletail Wealth Management sold 926 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q4 2025, an estimated $59.2K.
  • Tripletail Wealth Management first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q3 2025 and held it in 1 quarter.
  • Tripletail Wealth Management's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $59.2K in Q3 2025.
  • 176 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q4 2025.

Based on Tripletail Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.