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 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 $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

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

SPWG

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

GVAG

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo's JMEE Position: Q1 2026 in Review

Wells Fargo reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 18% in Q1 2026, selling an estimated $2.52K and leaving 164 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #5945.

Wells Fargo first reported a position in JMEE in Q2 2022 and has held it in 9 quarters since. The position peaked at $234K in Q2 2022. 177 funds tracked by Wall St. Rank hold JMEE as of Q1 2026.

Wells Fargo held 164 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $10.9K as of Q1 2026.
Wells Fargo sold 37 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q1 2026, an estimated $2.52K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #5945 holding.
Wells Fargo first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2022 and has held it in 9 quarters since.
Wells Fargo's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $234K in Q2 2022.
177 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.