Concurrent Investment Advisors’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Buy |
32,626
+12,144
| +59% | +$719K | 0.04% | 435 |
|
|
2025
Q1 | $1.15M | Buy |
20,482
+7,129
| +53% | +$399K | 0.03% | 500 |
|
|
2024
Q4 | $807K | Buy |
13,353
+3,237
| +32% | +$196K | 0.02% | 538 |
|
|
2024
Q3 | $617K | Sell |
10,116
-374
| -4% | -$22.8K | 0.02% | 570 |
|
|
2024
Q2 | $594K | Sell |
10,490
-1,218
| -10% | -$69K | 0.02% | 536 |
|
|
2024
Q1 | $685K | Buy |
11,708
+116
| +1% | +$6.79K | 0.03% | 462 |
|
|
2023
Q4 | $623K | Buy |
+11,592
| New | +$623K | 0.03% | 440 |
|