Benjamin F. Edwards & Company’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Benjamin F. Edwards & Company’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 Q2	$1.66M	Sell	29,216 -200	-0.7%	-$11.3K	0.03%	418
2024 Q1	$1.72M	Buy	29,416 +7,663	+35%	+$419K	0.03%	386
2023 Q4	$1.17M	Sell	21,753 -1,771	-8%	-$87.4K	0.02%	453
2023 Q3	$1.14M	Sell	23,524 -8,485	-27%	-$429K	0.04%	347
2023 Q2	$1.61M	Buy	32,009 +551	+2%	+$26.2K	0.06%	277
2023 Q1	$1.51M	Buy	31,458 +537	+2%	+$26.2K	0.06%	264
2022 Q4	$1.42M	Buy	30,921 +30,788	+23,149%	+$1.49M	0.06%	275
2022 Q3	$6K	Hold	133	–	–	﹤0.01%	1509
2022 Q2	$6K	Buy	+133	New	+$6.42K	﹤0.01%	1494

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

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

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

CWA

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

Benjamin F. Edwards & Company's JMEE Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 0.68% in Q2 2024, selling an estimated $11.3K and leaving 29,216 shares worth $1.66M. The position accounts for 0.03% of the portfolio, ranked #418.

Benjamin F. Edwards & Company first reported a position in JMEE in Q2 2022 and has held it in 9 quarters since. The position peaked at $1.72M in Q1 2024. 94 funds tracked by Wall St. Rank hold JMEE as of Q2 2024.

Benjamin F. Edwards & Company held 29,216 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $1.66M as of Q2 2024.
Benjamin F. Edwards & Company sold 200 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2024, an estimated $11.3K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.03% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #418 holding.
Benjamin F. Edwards & Company first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2022 and has held it in 9 quarters since.
Benjamin F. Edwards & Company's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $1.72M in Q1 2024.
94 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.