Twin Peaks Wealth Advisors’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Twin Peaks Wealth Advisors’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 Q1	–	Sell	-3,854	Closed	-$233K	–	148
2024 Q4	$233K	Buy	+3,854	New	+$241K	0.1%	128

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

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 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

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

WWMSC

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

Twin Peaks Wealth Advisors's JMEE Position: Q1 2025 in Review

Twin Peaks Wealth Advisors sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q1 2025, closing a stake of 3,854 shares — an estimated $233K sold.

Twin Peaks Wealth Advisors first reported a position in JMEE in Q4 2024 and held it in 1 quarter. The position peaked at $233K in Q4 2024. 149 funds tracked by Wall St. Rank hold JMEE as of Q1 2025.

Twin Peaks Wealth Advisors reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q1 2025 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 3,854 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q1 2025, an estimated $233K.
Twin Peaks Wealth Advisors first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2024 and held it in 1 quarter.
Twin Peaks Wealth Advisors's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $233K in Q4 2024.
149 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q1 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2025, filed 16 Apr 2025.