Center for Financial Planning’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 | $77.6K | Hold |
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|
2025
Q2 | $72.4K | Hold |
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|
2025
Q1 | $68.5K | Hold |
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|
2024
Q4 | $74K | Hold |
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|
2024
Q3 | $74.6K | Hold |
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|
2024
Q2 | $69.3K | Hold |
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|
2024
Q1 | $71.6K | Hold |
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|
2023
Q4 | $65.7K | Hold |
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|
2023
Q3 | $59.3K | Hold |
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|
2023
Q2 | $61.3K | Hold |
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|
2023
Q1 | $58.7K | Hold |
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|
2022
Q4 | $56.3K | Hold |
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|
2022
Q3 | $54K | Hold |
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|
2022
Q2 | $56K | Buy |
|