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IHT Wealth Management’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

IHT Wealth Management’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
2023
Q2 		– Sell
-16,669
Closed -$799K – 997
2023
Q1 		$799K Buy
+16,669
New +$812K 0.05% 359

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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return
ZIMP
Zimmermann Investment Management & Planning New Cumberland, Pennsylvania $2.27M AUM 29.81% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

IHT Wealth Management's JMEE Position: Q2 2023 in Review

IHT Wealth Management sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q2 2023, closing a stake of 16,669 shares — an estimated $799K sold.

IHT Wealth Management first reported a position in JMEE in Q1 2023 and held it in 1 quarter. The position peaked at $799K in Q1 2023. 44 funds tracked by Wall St. Rank hold JMEE as of Q2 2023.

  • IHT Wealth Management reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q2 2023 after selling out during the quarter.
  • IHT Wealth Management sold 16,669 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2023, an estimated $799K.
  • IHT Wealth Management first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q1 2023 and held it in 1 quarter.
  • IHT Wealth Management's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $799K in Q1 2023.
  • 44 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2023.

Based on IHT Wealth Management's 13F filing for Q2 2023, filed 15 Aug 2023.