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Unique Wealth Strategies’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Unique Wealth 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
2024
Q3 		– Sell
-170
Closed -$9.95K – 445
2024
Q2 		$9.95K Buy
+170
New +$9.64K ﹤0.01% 316

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
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Unique Wealth Strategies's JMEE Position: Q3 2024 in Review

Unique Wealth Strategies sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q3 2024, closing a stake of 170 shares — an estimated $9.95K sold.

Unique Wealth Strategies first reported a position in JMEE in Q2 2024 and held it in 1 quarter. The position peaked at $9.95K in Q2 2024. 112 funds tracked by Wall St. Rank hold JMEE as of Q3 2024.

  • Unique Wealth Strategies reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 170 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q3 2024, an estimated $9.95K.
  • Unique Wealth Strategies first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $9.95K in Q2 2024.
  • 112 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.