Aspire Wealth Management’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $120K | Hold |
1,974
| – | – | 0.06% | 116 |
|
|
2024
Q2 | $112K | Sell |
1,974
-25
| -1% | -$1.42K | 0.06% | 118 |
|
|
2024
Q1 | $117K | Buy |
1,999
+775
| +63% | +$45.4K | 0.07% | 115 |
|
|
2023
Q4 | $65.7K | Hold |
1,224
| – | – | 0.04% | 119 |
|
|
2023
Q3 | $59.3K | Buy |
1,224
+435
| +55% | +$21.1K | 0.05% | 117 |
|
|
2023
Q2 | $39.6K | Buy |
+789
| New | +$39.6K | 0.03% | 128 |
|