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SouthState Corp’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

SouthState Corp’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
Q1 		– Sell
-138
Closed -$6.35K – 669
2022
Q4 		$6.35K Buy
+138
New +$6.69K ﹤0.01% 602

Other funds holding JMEE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 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 $709M AUM 19.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

SouthState Corp's JMEE Position: Q1 2023 in Review

SouthState Corp sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q1 2023, closing a stake of 138 shares — an estimated $6.35K sold.

SouthState Corp first reported a position in JMEE in Q4 2022 and held it in 1 quarter. The position peaked at $6.35K in Q4 2022. 40 funds tracked by Wall St. Rank hold JMEE as of Q1 2023.

  • SouthState Corp reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q1 2023 after selling out during the quarter.
  • SouthState Corp sold 138 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q1 2023, an estimated $6.35K.
  • SouthState Corp first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2022 and held it in 1 quarter.
  • SouthState Corp's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $6.35K in Q4 2022.
  • 40 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q1 2023.

Based on SouthState Corp's 13F filing for Q1 2023, filed 8 May 2023.