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Dividend Assets Capital’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Dividend Assets Capital’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 		– Sell
-1,306
Closed -$70K – 266
2023
Q4 		$70K Hold
1,306
– – 0.01% 231
2023
Q3 		$63K Hold
1,306
– – 0.01% 238
2023
Q2 		$66K Hold
1,306
– – 0.01% 242
2023
Q1 		$60K Hold
1,306
– – 0.01% 260
2022
Q4 		$60K Buy
1,306
+275
+27% +$13.3K 0.01% 260
2022
Q3 		$46K Buy
+1,031
New +$50.2K 0.01% 279

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

Dividend Assets Capital's JMEE Position: Q1 2024 in Review

Dividend Assets Capital sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q1 2024, closing a stake of 1,306 shares — an estimated $70K sold.

Dividend Assets Capital first reported a position in JMEE in Q3 2022 and held it in 6 quarters. The position peaked at $70K in Q4 2023. 81 funds tracked by Wall St. Rank hold JMEE as of Q1 2024.

  • Dividend Assets Capital reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Dividend Assets Capital sold 1,306 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q1 2024, an estimated $70K.
  • Dividend Assets Capital first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q3 2022 and held it in 6 quarters.
  • Dividend Assets Capital's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $70K in Q4 2023.
  • 81 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q1 2024.

Based on Dividend Assets Capital's 13F filing for Q1 2024, filed 15 May 2024.