Householder Group Estate & Retirement Specialist’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Householder Group Estate & Retirement Specialist’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	–	Sell	-676	Closed	-$38K	–	1250
2024 Q2	$38K	Hold	676	–	–	0.01%	527
2024 Q1	$39.6K	Hold	676	–	–	0.01%	524
2023 Q4	$36K	Buy	676 +8	+1%	+$395	0.01%	525
2023 Q3	$32.4K	Buy	+668	New	+$33.7K	0.01%	538
2023 Q1	$32K	Buy	+668	New	+$32.5K	0.01%	531
2022 Q4	–	Sell	-626	Closed	-$27K	–	744
2022 Q3	$27K	Buy	+626	New	+$30.5K	0.01%	516

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

Householder Group Estate & Retirement Specialist's JMEE Position: Q3 2024 in Review

Householder Group Estate & Retirement Specialist sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q3 2024, closing a stake of 676 shares — an estimated $38K sold.

Householder Group Estate & Retirement Specialist first reported a position in JMEE in Q3 2022 and held it in 6 quarters. The position peaked at $39.6K in Q1 2024. 112 funds tracked by Wall St. Rank hold JMEE as of Q3 2024.

Householder Group Estate & Retirement Specialist reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q3 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 676 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q3 2024, an estimated $38K.
Householder Group Estate & Retirement Specialist first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q3 2022 and held it in 6 quarters.
Householder Group Estate & Retirement Specialist's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $39.6K in Q1 2024.
112 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q3 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q3 2024, filed 18 Oct 2024.