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Sound Income Strategies’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Sound Income Strategies’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
2023
Q4 		– Sell
-98
Closed -$4.75K – 1364
2023
Q3 		$4.75K Buy
+98
New +$4.95K ﹤0.01% 765

Other funds holding JMEE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return
ZIMP
Zimmermann Investment Management & Planning New Cumberland, Pennsylvania $2.27M AUM 29.81% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Sound Income Strategies's JMEE Position: Q4 2023 in Review

Sound Income Strategies sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q4 2023, closing a stake of 98 shares — an estimated $4.75K sold.

Sound Income Strategies first reported a position in JMEE in Q3 2023 and held it in 1 quarter. The position peaked at $4.75K in Q3 2023. 66 funds tracked by Wall St. Rank hold JMEE as of Q4 2023.

  • Sound Income Strategies reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q4 2023 after selling out during the quarter.
  • Sound Income Strategies sold 98 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q4 2023, an estimated $4.75K.
  • Sound Income Strategies first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q3 2023 and held it in 1 quarter.
  • Sound Income Strategies's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $4.75K in Q3 2023.
  • 66 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q4 2023.

Based on Sound Income Strategies's 13F filing for Q4 2023, filed 10 Jan 2024.