Concurrent Investment Advisors’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
Q2
$1.93M Buy
2025
Q1
$1.15M Buy
2024
Q4
$807K Buy
2024
Q3
$617K Sell
2024
Q2
$594K Sell
2024
Q1
$685K Buy
2023
Q4
$623K Buy