PrairieView Partners’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

PrairieView Partners’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	-62	Closed	-$3K	–	397
2023 Q4	$3K	Buy	62 +1	+2%	+$49	﹤0.01%	319
2023 Q3	$2K	Hold	61	–	–	﹤0.01%	347
2023 Q2	$3K	Hold	61	–	–	﹤0.01%	390
2023 Q1	$2K	Hold	61	–	–	﹤0.01%	380
2022 Q4	$2K	Hold	61	–	–	﹤0.01%	416
2022 Q3	$3K	Hold	61	–	–	﹤0.01%	373
2022 Q2	$3K	Buy	+61	New	+$2.95K	﹤0.01%	396

Other funds holding JMEE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

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

PrairieView Partners's JMEE Position: Q1 2024 in Review

PrairieView Partners sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q1 2024, closing a stake of 62 shares — an estimated $3K sold.

PrairieView Partners first reported a position in JMEE in Q2 2022 and held it in 7 quarters. The position peaked at $3K in Q4 2023. 81 funds tracked by Wall St. Rank hold JMEE as of Q1 2024.

PrairieView Partners reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q1 2024 after selling out during the quarter.
PrairieView Partners sold 62 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q1 2024, an estimated $3K.
PrairieView Partners first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2022 and held it in 7 quarters.
PrairieView Partners's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $3K in Q4 2023.
81 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q1 2024.

Based on PrairieView Partners's 13F filing for Q1 2024, filed 3 May 2024.