Western Wealth Management’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Western Wealth Management’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	$769K	Buy	11,522 +355	+3%	+$24.2K	0.03%	518
2025 Q4	$719K	Buy	11,167 +485	+5%	+$31K	0.03%	428
2025 Q3	$678K	Buy	10,682 +158	+2%	+$9.76K	0.04%	385
2025 Q2	$623K	Buy	10,524 +820	+8%	+$45.9K	0.04%	366
2025 Q1	$543K	Buy	9,704 +1,058	+12%	+$63.2K	0.04%	363
2024 Q4	$523K	Buy	+8,646	New	+$542K	0.03%	372

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

Western Wealth Management's JMEE Position: Q1 2026 in Review

Western Wealth Management increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 3.2% in Q1 2026, buying an estimated $24.2K and bringing the position to 11,522 shares worth $769K. The position accounts for 0.03% of the portfolio, ranked #518.

Western Wealth Management first reported a position in JMEE in Q4 2024 and has held it in 6 quarters since. 177 funds tracked by Wall St. Rank hold JMEE as of Q1 2026.

Western Wealth Management held 11,522 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $769K as of Q1 2026.
Western Wealth Management bought 355 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q1 2026, an estimated $24.2K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.03% of Western Wealth Management's portfolio in Q1 2026, its #518 holding.
Western Wealth Management first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2024 and has held it in 6 quarters since.
177 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.