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Cambridge Trust’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Cambridge Trust’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 		$1.58K Sell
27
-45
-63% -$2.46K ﹤0.01% 634
2023
Q4 		$3.87K Buy
+72
New +$3.55K ﹤0.01% 638

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
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 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 $709M AUM 19.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
WMA
West Michigan Advisors Holland, Michigan $526M AUM 45.54% 1-Year Est. Return

Cambridge Trust's JMEE Position: Q1 2024 in Review

Cambridge Trust reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 63% in Q1 2024, selling an estimated $2.46K and leaving 27 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Cambridge Trust first reported a position in JMEE in Q4 2023 and has held it in 2 quarters since. The position peaked at $3.87K in Q4 2023. 81 funds tracked by Wall St. Rank hold JMEE as of Q1 2024.

  • Cambridge Trust held 27 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $1.58K as of Q1 2024.
  • Cambridge Trust sold 45 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q1 2024, an estimated $2.46K.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #634 holding.
  • Cambridge Trust first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2023 and has held it in 2 quarters since.
  • Cambridge Trust's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $3.87K in Q4 2023.
  • 81 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.