Commonwealth Equity Services’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 | $12.5M | Buy |
210,980
+36,721
| +21% | +$2.17M | 0.02% | 783 |
|
|
2025
Q1 | $9.76M | Buy |
174,259
+35,640
| +26% | +$2M | 0.01% | 880 |
|
|
2024
Q4 | $8.38M | Buy |
138,619
+8,829
| +7% | +$534K | 0.01% | 923 |
|
|
2024
Q3 | $7.91M | Buy |
129,790
+90,220
| +228% | +$5.5M | 0.01% | 953 |
|
|
2024
Q2 | $2.24M | Buy |
39,570
+11,459
| +41% | +$649K | ﹤0.01% | 1716 |
|
|
2024
Q1 | $1.65M | Buy |
28,111
+11,152
| +66% | +$653K | ﹤0.01% | 1902 |
|
|
2023
Q4 | $911K | Buy |
16,959
+3,984
| +31% | +$214K | ﹤0.01% | 2247 |
|
|
2023
Q3 | $629K | Buy |
12,975
+216
| +2% | +$10.5K | ﹤0.01% | 2403 |
|
|
2023
Q2 | $640K | Buy |
12,759
+198
| +2% | +$9.93K | ﹤0.01% | 2417 |
|
|
2023
Q1 | $602 | Sell |
12,561
-3,218
| -20% | -$154 | ﹤0.01% | 2389 |
|
|
2022
Q4 | $726K | Sell |
15,779
-1,267
| -7% | -$58.3K | ﹤0.01% | 2166 |
|
|
2022
Q3 | $756K | Sell |
17,046
-1,350
| -7% | -$59.9K | ﹤0.01% | 2103 |
|
|
2022
Q2 | $842K | Buy |
+18,396
| New | +$842K | ﹤0.01% | 2034 |
|