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Patriot Financial Group Insurance Agency’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-147
Closed -$7K – 1208
2022
Q2 		$7K Buy
+147
New +$7.1K ﹤0.01% 1374

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Patriot Financial Group Insurance Agency's JMEE Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q3 2022, closing a stake of 147 shares — an estimated $7K sold.

Patriot Financial Group Insurance Agency first reported a position in JMEE in Q2 2022 and held it in 1 quarter. The position peaked at $7K in Q2 2022. 32 funds tracked by Wall St. Rank hold JMEE as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 147 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q3 2022, an estimated $7K.
  • Patriot Financial Group Insurance Agency first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2022 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $7K in Q2 2022.
  • 32 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.