WWM
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WJ Wealth Management’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

WJ Wealth 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
Q2 		– Sell
-47,612
Closed -$2.79M – 80
2024
Q1 		$2.79M Buy
+47,612
New +$2.6M 1.11% 24

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
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

WJ Wealth Management's JMEE Position: Q2 2024 in Review

WJ Wealth Management sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q2 2024, closing a stake of 47,612 shares — an estimated $2.79M sold.

WJ Wealth Management first reported a position in JMEE in Q1 2024 and held it in 1 quarter. The position peaked at $2.79M in Q1 2024. 94 funds tracked by Wall St. Rank hold JMEE as of Q2 2024.

  • WJ Wealth Management reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q2 2024 after selling out during the quarter.
  • WJ Wealth Management sold 47,612 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2024, an estimated $2.79M.
  • WJ Wealth Management first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q1 2024 and held it in 1 quarter.
  • WJ Wealth Management's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $2.79M in Q1 2024.
  • 94 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2024.

Based on WJ Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.