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Principal Securities’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-544
Closed -$34.5K – 2500
2025
Q3 		$34.5K Buy
544
+220
+68% +$13.6K ﹤0.01% 2136
2025
Q2 		$19.2K Sell
324
-325
-50% -$18.2K ﹤0.01% 2336
2025
Q1 		$39.2K Hold
649
– – ﹤0.01% 1859
2024
Q4 		$39.2K Sell
649
-10
-2% -$626 ﹤0.01% 1855
2024
Q3 		$40.2K Sell
659
-8
-1% -$469 ﹤0.01% 1787
2024
Q2 		$37.8K Sell
667
-229
-26% -$13K ﹤0.01% 1750
2024
Q1 		$52.4K Buy
896
+17
+2% +$929 ﹤0.01% 1546
2023
Q4 		$47.2K Buy
+879
New +$43.4K ﹤0.01% 1515

Other funds holding JMEE

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return