Cambridge Investment Research Advisors’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 | $1.61M | Sell |
27,137
-3,416
| -11% | -$202K | ﹤0.01% | 1593 |
|
|
2025
Q1 | $1.71M | Buy |
30,553
+1,710
| +6% | +$95.7K | 0.01% | 1454 |
|
|
2024
Q4 | $1.74M | Buy |
28,843
+7,737
| +37% | +$468K | 0.01% | 1456 |
|
|
2024
Q3 | $1.29M | Buy |
21,106
+5,847
| +38% | +$357K | ﹤0.01% | 1669 |
|
|
2024
Q2 | $864K | Buy |
15,259
+5,469
| +56% | +$310K | ﹤0.01% | 1880 |
|
|
2024
Q1 | $573K | Buy |
9,790
+3,939
| +67% | +$231K | ﹤0.01% | 2167 |
|
|
2023
Q4 | $314K | Sell |
5,851
-198
| -3% | -$10.6K | ﹤0.01% | 2561 |
|
|
2023
Q3 | $293K | Buy |
6,049
+1,657
| +38% | +$80.3K | ﹤0.01% | 2511 |
|
|
2023
Q2 | $220K | Buy |
+4,392
| New | +$220K | ﹤0.01% | 2802 |
|
|
2022
Q4 | – | Sell |
-5,524
| Closed | -$245K | – | 3164 |
|
|
2022
Q3 | $245K | Buy |
5,524
+664
| +14% | +$29.5K | ﹤0.01% | 2539 |
|
|
2022
Q2 | $223K | Buy |
+4,860
| New | +$223K | ﹤0.01% | 2625 |
|