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
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

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

Wealth Enhancement Advisory Services's JMEE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 20% in Q2 2026, buying an estimated $407K and bringing the position to 33,123 shares worth $2.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

Wealth Enhancement Advisory Services first reported a position in JMEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.78M in Q2 2025. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 33,123 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $2.53M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 5,550 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $407K.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1413 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 7 quarters since.
  • Wealth Enhancement Advisory Services's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $3.78M in Q2 2025.
  • 195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.