Carson Wealth (CWM LLC)’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 | $27.5M | Buy |
463,991
+20,616
| +5% | +$1.22M | 0.1% | 178 |
|
|
2025
Q1 | $24.8M | Buy |
443,375
+25,205
| +6% | +$1.41M | 0.1% | 186 |
|
|
2024
Q4 | $25.3M | Buy |
418,170
+71,346
| +21% | +$4.31M | 0.1% | 173 |
|
|
2024
Q3 | $21.1M | Buy |
346,824
+124,646
| +56% | +$7.6M | 0.09% | 200 |
|
|
2024
Q2 | $12.6M | Buy |
222,178
+65,828
| +42% | +$3.73M | 0.06% | 261 |
|
|
2024
Q1 | $9.15M | Buy |
156,350
+102,276
| +189% | +$5.99M | 0.04% | 305 |
|
|
2023
Q4 | $2.9M | Buy |
54,074
+12,768
| +31% | +$686K | 0.02% | 506 |
|
|
2023
Q3 | $2M | Buy |
41,306
+21,939
| +113% | +$1.06M | 0.01% | 545 |
|
|
2023
Q2 | $971K | Buy |
19,367
+17,851
| +1,178% | +$895K | 0.01% | 729 |
|
|
2023
Q1 | $73K | Hold |
1,516
| – | – | ﹤0.01% | 1656 |
|
|
2022
Q4 | $70K | Hold |
1,516
| – | – | ﹤0.01% | 1541 |
|
|
2022
Q3 | $67K | Buy |
+1,516
| New | +$67K | ﹤0.01% | 1520 |
|