Carson Wealth (CWM LLC)’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $27.4M | Sell |
|
|||||
|
2025
Q2 | $27.5M | Buy |
|
|||||
|
2025
Q1 | $24.8M | Buy |
|
|||||
|
2024
Q4 | $25.3M | Buy |
|
|||||
|
2024
Q3 | $21.1M | Buy |
|
|||||
|
2024
Q2 | $12.6M | Buy |
|
|||||
|
2024
Q1 | $9.15M | Buy |
|
|||||
|
2023
Q4 | $2.9M | Buy |
|
|||||
|
2023
Q3 | $2M | Buy |
|
|||||
|
2023
Q2 | $971K | Buy |
|
|||||
|
2023
Q1 | $73K | Hold |
|
|||||
|
2022
Q4 | $70K | Hold |
|
|||||
|
2022
Q3 | $67K | Buy |
|