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

Activest 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
2023
Q3 		– Sell
-1,197
Closed -$60K – 365
2023
Q2 		$60K Buy
+1,197
New +$56.9K 0.04% 60

Other funds holding JMEE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
ZIMP
Zimmermann Investment Management & Planning New Cumberland, Pennsylvania $2.27M AUM 29.81% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Activest Wealth Management's JMEE Position: Q3 2023 in Review

Activest Wealth Management sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q3 2023, closing a stake of 1,197 shares — an estimated $60K sold.

Activest Wealth Management first reported a position in JMEE in Q2 2023 and held it in 1 quarter. The position peaked at $60K in Q2 2023. 51 funds tracked by Wall St. Rank hold JMEE as of Q3 2023.

  • Activest Wealth Management reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q3 2023 after selling out during the quarter.
  • Activest Wealth Management sold 1,197 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q3 2023, an estimated $60K.
  • Activest Wealth Management first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2023 and held it in 1 quarter.
  • Activest Wealth Management's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $60K in Q2 2023.
  • 51 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q3 2023.

Based on Activest Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.