Cozad Asset Management’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
$487K Sell
8,228
-3,330
-29% -$197K 0.04% 291
2025
Q1
$647K Sell
11,558
-1,254
-10% -$70.2K 0.06% 234
2024
Q4
$775K Buy
12,812
+3,457
+37% +$209K 0.07% 214
2024
Q3
$570K Buy
+9,355
New +$570K 0.05% 253