Center for Financial Planning’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 | $72.4K | Hold |
1,223
| – | – | 0.01% | 254 |
|
|
2025
Q1 | $68.5K | Hold |
1,223
| – | – | 0.01% | 251 |
|
|
2024
Q4 | $74K | Hold |
1,223
| – | – | 0.01% | 228 |
|
|
2024
Q3 | $74.6K | Hold |
1,223
| – | – | 0.01% | 210 |
|
|
2024
Q2 | $69.3K | Hold |
1,223
| – | – | 0.01% | 205 |
|
|
2024
Q1 | $71.6K | Hold |
1,223
| – | – | 0.01% | 203 |
|
|
2023
Q4 | $65.7K | Hold |
1,223
| – | – | 0.01% | 197 |
|
|
2023
Q3 | $59.3K | Hold |
1,223
| – | – | 0.01% | 197 |
|
|
2023
Q2 | $61.3K | Hold |
1,223
| – | – | 0.01% | 200 |
|
|
2023
Q1 | $58.7K | Hold |
1,223
| – | – | 0.01% | 198 |
|
|
2022
Q4 | $56.3K | Hold |
1,223
| – | – | 0.01% | 208 |
|
|
2022
Q3 | $54K | Hold |
1,223
| – | – | 0.01% | 205 |
|
|
2022
Q2 | $56K | Buy |
+1,223
| New | +$56K | 0.01% | 211 |
|