Wells Fargo’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Wells Fargo’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	$59K	Buy	757 +593	+362%	+$43.5K	﹤0.01%	5673
2026 Q1	$10.9K	Sell	164 -37	-18%	-$2.52K	﹤0.01%	5945
2025 Q4	$12.9K	Buy	+201	New	+$12.9K	﹤0.01%	5894
2025 Q3	–	Hold	0	–	–	–	6862
2025 Q2	–	Hold	0	–	–	–	6946
2025 Q1	–	Hold	0	–	–	–	6813
2024 Q4	–	Hold	0	–	–	–	6849
2024 Q3	–	Hold	0	–	–	–	6683
2024 Q2	–	Hold	0	–	–	–	6660
2024 Q1	–	Sell	-1	Closed	-$55	–	7331
2023 Q4	$40	Sell	1 -1,233	-100%	-$60.8K	﹤0.01%	6981
2023 Q3	$59.8K	Sell	1,234 -1,758	-59%	-$88.8K	﹤0.01%	5086
2023 Q2	$150K	Buy	2,992 +1,038	+53%	+$49.3K	﹤0.01%	4769
2023 Q1	$93.7K	Sell	1,954 -1,813	-48%	-$88.3K	﹤0.01%	4838
2022 Q4	$173K	Buy	3,767 +578	+18%	+$28K	﹤0.01%	4252
2022 Q3	$141K	Sell	3,189 -1,922	-38%	-$93.7K	﹤0.01%	4430
2022 Q2	$234K	Buy	+5,111	New	+$247K	﹤0.01%	4188

Other funds holding JMEE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo's JMEE Position: Q2 2026 in Review

Wells Fargo increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 362% in Q2 2026, buying an estimated $43.5K and bringing the position to 757 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #5673.

Wells Fargo first reported a position in JMEE in Q2 2022 and has held it in 10 quarters since. The position peaked at $234K in Q2 2022. 196 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Wells Fargo held 757 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $59K as of Q2 2026.
Wells Fargo bought 593 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $43.5K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #5673 holding.
Wells Fargo first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2022 and has held it in 10 quarters since.
Wells Fargo's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $234K in Q2 2022.
196 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.