Concord Wealth Partners’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	$20.2K	Buy	341 +9	+3%	+$533	﹤0.01%	458
2025 Q1	$18.6K	Sell	332 -35	-10%	-$1.96K	﹤0.01%	439
2024 Q4	$22.2K	Buy	367 +161	+78%	+$9.74K	﹤0.01%	439
2024 Q3	$12.6K	Buy	+206	New	+$12.6K	﹤0.01%	535