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Ascent Group’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Ascent 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
2024
Q4 		– Sell
-3,778
Closed -$230K – 539
2024
Q3 		$230K Sell
3,778
-128
-3% -$7.51K 0.02% 491
2024
Q2 		$221K Buy
+3,906
New +$221K 0.02% 478

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
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ascent Group's JMEE Position: Q4 2024 in Review

Ascent Group sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q4 2024, closing a stake of 3,778 shares — an estimated $230K sold.

Ascent Group first reported a position in JMEE in Q2 2024 and held it in 2 quarters. The position peaked at $230K in Q3 2024. 148 funds tracked by Wall St. Rank hold JMEE as of Q4 2024.

  • Ascent Group reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Ascent Group sold 3,778 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q4 2024, an estimated $230K.
  • Ascent Group first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2024 and held it in 2 quarters.
  • Ascent Group's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $230K in Q3 2024.
  • 148 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q4 2024.

Based on Ascent Group's 13F filing for Q4 2024, filed 21 Feb 2025.