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

Raymond James Financial Services Advisors’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 Q3	$9.06M	Buy	148,633 +77,656	+109%	+$4.56M	0.01%	911
2024 Q2	$4.02M	Buy	70,977 +19,449	+38%	+$1.1M	0.01%	1274
2024 Q1	$3.02M	Buy	51,528 +2,366	+5%	+$129K	﹤0.01%	1426
2023 Q4	$2.64M	Buy	49,162 +6,570	+15%	+$324K	﹤0.01%	1421
2023 Q3	$2.06M	Buy	42,592 +10,228	+32%	+$517K	﹤0.01%	1492
2023 Q2	$1.62M	Sell	32,364 -5,743	-15%	-$273K	﹤0.01%	1640
2023 Q1	$1.83M	Buy	38,107 +1,454	+4%	+$70.8K	﹤0.01%	1539
2022 Q4	$1.69M	Sell	36,653 -1,296	-3%	-$62.9K	﹤0.01%	1538
2022 Q3	$1.69M	Buy	37,949 +13,153	+53%	+$641K	﹤0.01%	1517
2022 Q2	$1.14M	Buy	+24,796	New	+$1.2M	﹤0.01%	1748

Other funds holding JMEE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

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

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial Services Advisors's JMEE Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 109% in Q3 2024, buying an estimated $4.56M and bringing the position to 148,633 shares worth $9.06M. The position accounts for 0.01% of the portfolio, ranked #911.

Raymond James Financial Services Advisors first reported a position in JMEE in Q2 2022 and has held it in 10 quarters since. 112 funds tracked by Wall St. Rank hold JMEE as of Q3 2024.

Raymond James Financial Services Advisors held 148,633 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $9.06M as of Q3 2024.
Raymond James Financial Services Advisors bought 77,656 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q3 2024, an estimated $4.56M.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #911 holding.
Raymond James Financial Services Advisors first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2022 and has held it in 10 quarters since.
112 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.