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Advisornet Financial’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Advisornet Financial’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
2024
Q1 		– Sell
-46,478
Closed -$2.5M – 2284
2023
Q4 		$2.5M Buy
+46,478
New +$2.29M 0.23% 108

Other funds holding JMEE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WMA
West Michigan Advisors Holland, Michigan $455M AUM 29.42% 1-Year Est. Return

Advisornet Financial's JMEE Position: Q1 2024 in Review

Advisornet Financial sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q1 2024, closing a stake of 46,478 shares — an estimated $2.5M sold.

Advisornet Financial first reported a position in JMEE in Q4 2023 and held it in 1 quarter. The position peaked at $2.5M in Q4 2023. 81 funds tracked by Wall St. Rank hold JMEE as of Q1 2024.

  • Advisornet Financial reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Advisornet Financial sold 46,478 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q1 2024, an estimated $2.5M.
  • Advisornet Financial first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2023 and held it in 1 quarter.
  • Advisornet Financial's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $2.5M in Q4 2023.
  • 81 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.