Zimmermann Investment Management & Planning’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Zimmermann Investment Management & Planning’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 Q4	–	Sell	-33,911	Closed	-$2.07M	–	70
2024 Q3	$2.07M	Buy	33,911 +3,061	+10%	+$180K	0.63%	40
2024 Q2	$1.75M	Buy	30,850 +5,865	+23%	+$332K	0.58%	43
2024 Q1	$1.46M	Sell	24,985 -32,848	-57%	-$1.8M	0.53%	50
2023 Q4	$3.11M	Sell	57,833 -8,756	-13%	-$432K	1.27%	29
2023 Q3	$3.23M	Buy	66,589 +9,798	+17%	+$495K	1.55%	24
2023 Q2	$2.85M	Buy	56,791 +25,520	+82%	+$1.21M	1.32%	28
2023 Q1	$1.5M	Buy	+31,271	New	+$1.52M	0.78%	38

Other funds holding JMEE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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 $495M AUM 8.72% 1-Year Est. Return

TWP

Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Zimmermann Investment Management & Planning's JMEE Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q4 2024, closing a stake of 33,911 shares — an estimated $2.07M sold.

Zimmermann Investment Management & Planning first reported a position in JMEE in Q1 2023 and held it in 7 quarters. The position peaked at $3.23M in Q3 2023. 147 funds tracked by Wall St. Rank hold JMEE as of Q4 2024.

Zimmermann Investment Management & Planning reported no remaining JPMorgan Small & Mid Cap Enhanced Equity ETF position as of Q4 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 33,911 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q4 2024, an estimated $2.07M.
Zimmermann Investment Management & Planning first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q1 2023 and held it in 7 quarters.
Zimmermann Investment Management & Planning's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $3.23M in Q3 2023.
147 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.