Trademark Financial Management’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Trademark Financial Management’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 Q4	–	Sell	-7,512	Closed	-$458K	–	98
2024 Q3	$458K	Sell	7,512 -1,653	-18%	-$97K	0.36%	56
2024 Q2	$519K	Sell	9,165 -2,247	-20%	-$127K	0.42%	53
2024 Q1	$668K	Sell	11,412 -898	-7%	-$49.1K	0.55%	42
2023 Q4	$661K	Buy	+12,310	New	+$607K	0.49%	50

Other funds holding JMEE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SPWG

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

TWP

Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

ARG

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Trademark Financial Management's JMEE Position: Q4 2024 in Review

Trademark Financial Management sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q4 2024, closing a stake of 7,512 shares — an estimated $458K sold.

Trademark Financial Management first reported a position in JMEE in Q4 2023 and held it in 4 quarters. The position peaked at $668K in Q1 2024. 148 funds tracked by Wall St. Rank hold JMEE as of Q4 2024.

Trademark Financial Management reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q4 2024 after selling out during the quarter.
Trademark Financial Management sold 7,512 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q4 2024, an estimated $458K.
Trademark Financial Management first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2023 and held it in 4 quarters.
Trademark Financial Management's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $668K in Q1 2024.
148 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q4 2024.

Based on Trademark Financial Management's 13F filing for Q4 2024, filed 30 Jan 2025.