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Redhawk Wealth Advisors’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Redhawk Wealth 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
2025
Q2 		– Sell
-19,078
Closed -$1.07M – 344
2025
Q1 		$1.07M Sell
19,078
-143,396
-88% -$8.57M 0.14% 123
2024
Q4 		$9.82M Buy
162,474
+63,538
+64% +$3.98M 1.33% 15
2024
Q3 		$6.03M Buy
98,936
+75,310
+319% +$4.42M 0.86% 28
2024
Q2 		$1.34M Sell
23,626
-9,449
-29% -$536K 0.2% 97
2024
Q1 		$1.94M Buy
33,075
+2,658
+9% +$145K 0.32% 71
2023
Q4 		$1.63M Buy
30,417
+12,184
+67% +$601K 0.32% 73
2023
Q3 		$884K Buy
+18,233
New +$921K 0.29% 78

Other funds holding JMEE

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LPL Financial
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CAG
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GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.05B AUM 15.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return