Vienna Asset Management’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Vienna Asset 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 Q2	–	Sell	-4,235	Closed	-$237K	–	59
2025 Q1	$237K	Sell	4,235 -35,051	-89%	-$2.1M	0.19%	40
2024 Q4	$2.38M	Buy	+39,286	New	+$2.46M	1.61%	22

Other funds holding JMEE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

SPWG

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $324B AUM 22.36% 1-Year Est. Return

Vienna Asset Management's JMEE Position: Q2 2025 in Review

Vienna Asset Management sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q2 2025, closing a stake of 4,235 shares — an estimated $237K sold.

Vienna Asset Management first reported a position in JMEE in Q4 2024 and held it in 2 quarters. The position peaked at $2.38M in Q4 2024. 144 funds tracked by Wall St. Rank hold JMEE as of Q2 2025.

Vienna Asset Management reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q2 2025 after selling out during the quarter.
Vienna Asset Management sold 4,235 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2025, an estimated $237K.
Vienna Asset Management first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2024 and held it in 2 quarters.
Vienna Asset Management's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $2.38M in Q4 2024.
144 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2025.

Based on Vienna Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.