Capital Analysts LLC’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 | $24K | Hold |
402
| – | – | ﹤0.01% | 978 |
|
|
2025
Q1 | $23K | Buy |
402
+350
| +673% | +$20K | ﹤0.01% | 958 |
|
|
2024
Q4 | $3K | Sell |
52
-214
| -80% | -$12.3K | ﹤0.01% | 1200 |
|
|
2024
Q3 | $16K | Buy |
266
+217
| +443% | +$13.1K | ﹤0.01% | 942 |
|
|
2024
Q2 | $3K | Hold |
49
| – | – | ﹤0.01% | 1083 |
|
|
2024
Q1 | $3K | Hold |
49
| – | – | ﹤0.01% | 1020 |
|
|
2023
Q4 | $3K | Hold |
49
| – | – | ﹤0.01% | 991 |
|
|
2023
Q3 | $2K | Hold |
49
| – | – | ﹤0.01% | 1050 |
|
|
2023
Q2 | $2K | Sell |
49
-353
| -88% | -$14.4K | ﹤0.01% | 942 |
|
|
2023
Q1 | $19K | Buy |
402
+49
| +14% | +$2.32K | ﹤0.01% | 739 |
|
|
2022
Q4 | $16K | Hold |
353
| – | – | ﹤0.01% | 797 |
|
|
2022
Q3 | $16K | Buy |
+353
| New | +$16K | ﹤0.01% | 741 |
|