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Wagner Wealth Management (South Carolina)’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$34.3M Buy
440,073
+8,645
+2% +$634K 6.35% 3
2026
Q1 		$28.8M Buy
431,428
+18,561
+4% +$1.26M 5.82% 3
2025
Q4 		$26.6M Buy
412,867
+20,246
+5% +$1.3M 5.65% 4
2025
Q3 		$24.9M Buy
392,621
+5,100
+1% +$315K 5.78% 5
2025
Q2 		$22.9M Buy
387,521
+22,020
+6% +$1.23M 5.23% 5
2025
Q1 		$20.5M Buy
365,501
+29,539
+9% +$1.77M 5.1% 6
2024
Q4 		$20.3M Buy
335,962
+24,874
+8% +$1.56M 5.24% 5
2024
Q3 		$19M Buy
311,088
+22,964
+8% +$1.35M 5.12% 6
2024
Q2 		$16.3M Sell
288,124
-5,141
-2% -$291K 4.88% 6
2024
Q1 		$17.2M Buy
293,265
+100,213
+52% +$5.48M 5.23% 5
2023
Q4 		$10.4M Sell
193,052
-3,824
-2% -$189K 3.48% 4
2023
Q3 		$9.54M Buy
196,876
+14,813
+8% +$748K 3.5% 6
2023
Q2 		$9.13M Buy
182,063
+60,502
+50% +$2.88M 3.49% 5
2023
Q1 		$5.83M Buy
121,561
+74,650
+159% +$3.64M 2.65% 7
2022
Q4 		$2.16M Buy
46,911
+35,270
+303% +$1.71M 1.34% 18
2022
Q3 		$517K Buy
+11,641
New +$567K 0.38% 53

Other funds holding JMEE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
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
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of New York Mellon
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s JMEE Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 2% in Q2 2026, buying an estimated $634K and bringing the position to 440,073 shares worth $34.3M. The position accounts for 6.35% of the portfolio, ranked #3.

Wagner Wealth Management (South Carolina) first reported a position in JMEE in Q3 2022 and has held it in 16 quarters since. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 440,073 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $34.3M as of Q2 2026.
  • Wagner Wealth Management (South Carolina) bought 8,645 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $634K.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF made up 6.35% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #3 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q3 2022 and has held it in 16 quarters since.
  • 195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.