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

Aspire 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
2024 Q3	$120K	Hold	1,974	–	–	0.06%	116
2024 Q2	$112K	Sell	1,974 -25	-1%	-$1.42K	0.06%	118
2024 Q1	$117K	Buy	1,999 +775	+63%	+$42.4K	0.07%	115
2023 Q4	$65.7K	Hold	1,224	–	–	0.04%	119
2023 Q3	$59.3K	Buy	1,224 +435	+55%	+$22K	0.05%	117
2023 Q2	$39.6K	Buy	+789	New	+$37.5K	0.03%	128

Other funds holding JMEE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

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

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Aspire Wealth Management's JMEE Position: Q3 2024 in Review

Aspire Wealth Management held its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) position steady in Q3 2024 at 1,974 shares worth $120K. The position accounts for 0.06% of the portfolio, ranked #116.

Aspire Wealth Management first reported a position in JMEE in Q2 2023 and has held it in 6 quarters since. 112 funds tracked by Wall St. Rank hold JMEE as of Q3 2024.

Aspire Wealth Management held 1,974 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $120K as of Q3 2024.
Aspire Wealth Management left its JPMorgan Small & Mid Cap Enhanced Equity ETF share count unchanged in Q3 2024.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.06% of Aspire Wealth Management's portfolio in Q3 2024, its #116 holding.
Aspire Wealth Management first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2023 and has held it in 6 quarters since.
112 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.