Atria Wealth Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,491
| Closed | -$643K | – | 1704 |
|
|
2025
Q1 | $643K | Sell |
11,491
-4,217
| -27% | -$236K | 0.01% | 1069 |
|
|
2024
Q4 | $950K | Buy |
15,708
+1,340
| +9% | +$81K | 0.01% | 935 |
|
|
2024
Q3 | $876K | Buy |
14,368
+126
| +0.9% | +$7.68K | 0.01% | 952 |
|
|
2024
Q2 | $807K | Buy |
14,242
+5,457
| +62% | +$309K | 0.01% | 988 |
|
|
2024
Q1 | $514K | Buy |
+8,785
| New | +$514K | 0.01% | 1241 |
|