Truist Financial
JMEE icon

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

Truist Financial’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
2022
Q3 		– Sell
-8,210
Closed -$376K – 2599
2022
Q2 		$376K Buy
+8,210
New +$397K ﹤0.01% 2085

Other funds holding JMEE

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Stifel Financial
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Truist Financial's JMEE Position: Q3 2022 in Review

Truist Financial sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q3 2022, closing a stake of 8,210 shares — an estimated $376K sold.

Truist Financial first reported a position in JMEE in Q2 2022 and held it in 1 quarter. The position peaked at $376K in Q2 2022. 32 funds tracked by Wall St. Rank hold JMEE as of Q3 2022.

  • Truist Financial reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q3 2022 after selling out during the quarter.
  • Truist Financial sold 8,210 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q3 2022, an estimated $376K.
  • Truist Financial first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2022 and held it in 1 quarter.
  • Truist Financial's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $376K in Q2 2022.
  • 32 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q3 2022.

Based on Truist Financial's 13F filing for Q3 2022, filed 26 Oct 2022.