Wells Trecaso Financial Group’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Wells Trecaso Financial Group’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
2025 Q3	$715K	Sell	11,278 -14,786	-57%	-$913K	0.34%	50
2025 Q2	$1.54M	Buy	26,064 +1,341	+5%	+$75.1K	0.48%	43
2025 Q1	$1.38M	Buy	24,723 +5,699	+30%	+$341K	0.46%	45
2024 Q4	$1.15M	Buy	19,024 +2,805	+17%	+$176K	0.38%	46
2024 Q3	$989K	Buy	16,219 +1,594	+11%	+$93.5K	0.33%	48
2024 Q2	$828K	Buy	14,625 +3,074	+27%	+$174K	0.29%	51
2024 Q1	$676K	Buy	+11,551	New	+$631K	0.24%	54

Other funds holding JMEE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

GVAG

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

SPWG

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TWP

Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Wells Trecaso Financial Group's JMEE Position: Q3 2025 in Review

Wells Trecaso Financial Group reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 57% in Q3 2025, selling an estimated $913K and leaving 11,278 shares worth $715K. The position accounts for 0.34% of the portfolio, ranked #50.

Wells Trecaso Financial Group first reported a position in JMEE in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.54M in Q2 2025. 150 funds tracked by Wall St. Rank hold JMEE as of Q3 2025.

Wells Trecaso Financial Group held 11,278 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $715K as of Q3 2025.
Wells Trecaso Financial Group sold 14,786 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q3 2025, an estimated $913K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.34% of Wells Trecaso Financial Group's portfolio in Q3 2025, its #50 holding.
Wells Trecaso Financial Group first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q1 2024 and has held it in 7 quarters since.
Wells Trecaso Financial Group's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $1.54M in Q2 2025.
150 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q3 2025.

Based on Wells Trecaso Financial Group's 13F filing for Q3 2025, filed 5 Nov 2025.