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LMCG Investments’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

LMCG Investments’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
Q4 		– Sell
-3,628
Closed -$221K – 241
2024
Q3 		$221K Hold
3,628
– – 0.01% 219
2024
Q2 		$205K Hold
3,628
– – 0.01% 281
2024
Q1 		$212K Buy
+3,628
New +$198K 0.01% 289

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
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LMCG Investments's JMEE Position: Q4 2024 in Review

LMCG Investments sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q4 2024, closing a stake of 3,628 shares — an estimated $221K sold.

LMCG Investments first reported a position in JMEE in Q1 2024 and held it in 3 quarters. The position peaked at $221K in Q3 2024. 148 funds tracked by Wall St. Rank hold JMEE as of Q4 2024.

  • LMCG Investments reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q4 2024 after selling out during the quarter.
  • LMCG Investments sold 3,628 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q4 2024, an estimated $221K.
  • LMCG Investments first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q1 2024 and held it in 3 quarters.
  • LMCG Investments's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $221K in Q3 2024.
  • 148 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q4 2024.

Based on LMCG Investments's 13F filing for Q4 2024, filed 16 Jan 2025.