Cetera Advisor Networks’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Cetera Advisor Networks’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	$780K	Buy	13,325 +3,675	+38%	+$201K	﹤0.01%	1620
2023 Q4	$518K	Buy	9,650 +415	+4%	+$20.5K	﹤0.01%	1852
2023 Q3	$448K	Buy	9,235 +8	+0.1%	+$404	﹤0.01%	1851
2023 Q2	$463K	Sell	9,227 -1,090	-11%	-$51.8K	﹤0.01%	1764
2023 Q1	$495K	Sell	10,317 -1,191	-10%	-$58K	﹤0.01%	1703
2022 Q4	$530K	Sell	11,508 -212	-2%	-$10.3K	﹤0.01%	1599
2022 Q3	$520K	Buy	11,720 +515	+5%	+$25.1K	0.01%	1260
2022 Q2	$513K	Buy	+11,205	New	+$541K	0.01%	1247

Other funds holding JMEE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

Cetera Advisor Networks's JMEE Position: Q1 2024 in Review

Cetera Advisor Networks increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 38% in Q1 2024, buying an estimated $201K and bringing the position to 13,325 shares worth $780K. The position accounts for ﹤0.01% of the portfolio, ranked #1620.

Cetera Advisor Networks first reported a position in JMEE in Q2 2022 and has held it in 8 quarters since. 81 funds tracked by Wall St. Rank hold JMEE as of Q1 2024.

Cetera Advisor Networks held 13,325 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $780K as of Q1 2024.
Cetera Advisor Networks bought 3,675 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q1 2024, an estimated $201K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1620 holding.
Cetera Advisor Networks first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2022 and has held it in 8 quarters since.
81 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.