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 $1.47T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

Zimmermann Investment Management & Planning New Cumberland, Pennsylvania $2.27M AUM 29.81% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return