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Winthrop Advisory Group’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Winthrop Advisory Group’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
-5,398
Closed -$262K – 142
2023
Q3 		$262K Sell
5,398
-2,991
-36% -$151K 0.04% 102
2023
Q2 		$421K Hold
8,389
– – 0.07% 85
2023
Q1 		$402K Sell
8,389
-502
-6% -$24.5K 0.07% 83
2022
Q4 		$409K Buy
+8,891
New +$431K 0.08% 81

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
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 $709M AUM 19.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $2.1B AUM 23.1% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Winthrop Advisory Group's JMEE Position: Q4 2023 in Review

Winthrop Advisory Group sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q4 2023, closing a stake of 5,398 shares — an estimated $262K sold.

Winthrop Advisory Group first reported a position in JMEE in Q4 2022 and held it in 4 quarters. The position peaked at $421K in Q2 2023. 66 funds tracked by Wall St. Rank hold JMEE as of Q4 2023.

  • Winthrop Advisory Group reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q4 2023 after selling out during the quarter.
  • Winthrop Advisory Group sold 5,398 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q4 2023, an estimated $262K.
  • Winthrop Advisory Group first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2022 and held it in 4 quarters.
  • Winthrop Advisory Group's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $421K in Q2 2023.
  • 66 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q4 2023.

Based on Winthrop Advisory Group's 13F filing for Q4 2023, filed 10 Jan 2024.