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Prospera Financial Services’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Prospera Financial Services’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
-1,310
Closed -$60K – 1236
2022
Q2 		$60K Buy
+1,310
New +$63.3K ﹤0.01% 1000

Other funds holding JMEE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Prospera Financial Services's JMEE Position: Q3 2022 in Review

Prospera Financial Services sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q3 2022, closing a stake of 1,310 shares — an estimated $60K sold.

Prospera Financial Services first reported a position in JMEE in Q2 2022 and held it in 1 quarter. The position peaked at $60K in Q2 2022. 32 funds tracked by Wall St. Rank hold JMEE as of Q3 2022.

  • Prospera Financial Services reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 1,310 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q3 2022, an estimated $60K.
  • Prospera Financial Services first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2022 and held it in 1 quarter.
  • Prospera Financial Services's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $60K in Q2 2022.
  • 32 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.