Wealth Enhancement Advisory Services
JMEE icon

Wealth Enhancement Advisory Services’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$2.46M Sell
32,976
-147
-0.4% -$11.3K ﹤0.01% 1534
2026
Q2 		$2.53M Buy
33,123
+5,550
+20% +$407K ﹤0.01% 1413
2026
Q1 		$1.86M Buy
27,573
+1,616
+6% +$110K ﹤0.01% 1430
2025
Q4 		$1.74M Buy
25,957
+2,346
+10% +$150K ﹤0.01% 1590
2025
Q3 		$1.49M Sell
23,611
-38,311
-62% -$2.37M ﹤0.01% 1621
2025
Q2 		$3.78M Sell
61,922
-3,518
-5% -$197K 0.01% 1027
2025
Q1 		$3.66M Buy
65,440
+6,378
+11% +$381K 0.01% 947
2024
Q4 		$3.57M Buy
+59,062
New +$3.7M 0.01% 924

Other funds holding JMEE

SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Wealth Enhancement Advisory Services's JMEE Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 0.44% in Q3 2026, selling an estimated $11.3K and leaving 32,976 shares worth $2.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1534.

Wealth Enhancement Advisory Services first reported a position in JMEE in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.78M in Q2 2025. 18 funds tracked by Wall St. Rank hold JMEE as of Q3 2026.

  • Wealth Enhancement Advisory Services held 32,976 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $2.46M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 147 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q3 2026, an estimated $11.3K.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1534 holding.
  • Wealth Enhancement Advisory Services first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2024 and has held it in 8 quarters since.
  • Wealth Enhancement Advisory Services's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $3.78M in Q2 2025.
  • 18 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.