Creative Planning’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
Q3 | $326K | Sell |
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|
2025
Q2 | $411K | Buy |
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|
2025
Q1 | $385K | Sell |
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|
2024
Q4 | $567K | Sell |
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|
2024
Q3 | $605K | Hold |
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|
2024
Q2 | $562K | Sell |
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|
2024
Q1 | $621K | Sell |
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|
2023
Q4 | $602K | Sell |
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|
2023
Q3 | $921K | Hold |
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|
2023
Q2 | $953K | Sell |
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|
2023
Q1 | $996K | Hold |
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|
2022
Q4 | $956K | Buy |
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|
2022
Q3 | $867K | Hold |
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|
2022
Q2 | $895K | Buy |
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