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 Q2	$888K	Sell	11,374 -148	-1%	-$10.8K	0.03%	514
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%	445

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 $1.3B AUM 10.88% 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

Western Wealth Management's JMEE Position: Q2 2026 in Review

Western Wealth Management reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 1.3% in Q2 2026, selling an estimated $10.8K and leaving 11,374 shares worth $888K. The position accounts for 0.03% of the portfolio, ranked #514.

Western Wealth Management first reported a position in JMEE in Q4 2024 and has held it in 7 quarters since. 196 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Western Wealth Management held 11,374 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $888K as of Q2 2026.
Western Wealth Management sold 148 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $10.8K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.03% of Western Wealth Management's portfolio in Q2 2026, its #514 holding.
Western Wealth Management first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2024 and has held it in 7 quarters since.
196 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.