Creative Planning’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 | $411K | Buy |
6,936
+54
| +0.8% | +$3.2K | ﹤0.01% | 2627 |
|
|
2025
Q1 | $385K | Sell |
6,882
-2,497
| -27% | -$140K | ﹤0.01% | 2532 |
|
|
2024
Q4 | $567K | Sell |
9,379
-543
| -5% | -$32.8K | ﹤0.01% | 2105 |
|
|
2024
Q3 | $605K | Hold |
9,922
| – | – | ﹤0.01% | 1938 |
|
|
2024
Q2 | $562K | Sell |
9,922
-689
| -6% | -$39K | ﹤0.01% | 1844 |
|
|
2024
Q1 | $621K | Sell |
10,611
-602
| -5% | -$35.2K | ﹤0.01% | 1690 |
|
|
2023
Q4 | $602K | Sell |
11,213
-7,788
| -41% | -$418K | ﹤0.01% | 1571 |
|
|
2023
Q3 | $921K | Hold |
19,001
| – | – | ﹤0.01% | 1195 |
|
|
2023
Q2 | $953K | Sell |
19,001
-1,767
| -9% | -$88.6K | ﹤0.01% | 1148 |
|
|
2023
Q1 | $996K | Hold |
20,768
| – | – | ﹤0.01% | 1078 |
|
|
2022
Q4 | $956K | Buy |
20,768
+1,242
| +6% | +$57.2K | ﹤0.01% | 1054 |
|
|
2022
Q3 | $867K | Hold |
19,526
| – | – | ﹤0.01% | 1018 |
|
|
2022
Q2 | $895K | Buy |
+19,526
| New | +$895K | ﹤0.01% | 1018 |
|