BDFN
Bond & Devick Financial Network’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.13M | Buy |
154,248
+9,167
| +6% | +$543K | 3.04% | 9 |
|
|
2025
Q1 | $8.12M | Buy |
145,081
+82,198
| +131% | +$4.6M | 2.95% | 8 |
|
|
2024
Q4 | $3.83M | Hold |
62,883
| – | – | 1.64% | 13 |
|
|
2024
Q3 | $3.83M | Buy |
62,883
+52,147
| +486% | +$3.18M | 1.64% | 13 |
|
|
2024
Q2 | $608K | Buy |
10,736
+113
| +1% | +$6.4K | 0.33% | 59 |
|
|
2024
Q1 | $622K | Buy |
10,623
+26
| +0.2% | +$1.52K | 0.34% | 57 |
|
|
2023
Q4 | $569K | Buy |
10,597
+2,609
| +33% | +$140K | 0.32% | 59 |
|
|
2023
Q3 | $387K | Buy |
7,988
+1,159
| +17% | +$56.2K | 0.25% | 75 |
|
|
2023
Q2 | $343K | Buy |
6,829
+441
| +7% | +$22.1K | 0.21% | 90 |
|
|
2023
Q1 | $306K | Hold |
6,388
| – | – | 0.2% | 96 |
|
|
2022
Q4 | $294K | Buy |
+6,388
| New | +$294K | 0.21% | 96 |
|