DWP
Destiny Wealth Partners’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.77M | Buy |
63,706
+1,467
| +2% | +$86.9K | 0.51% | 57 |
|
|
2025
Q1 | $3.48M | Buy |
62,239
+1,736
| +3% | +$97.2K | 0.55% | 56 |
|
|
2024
Q4 | $3.66M | Buy |
60,503
+176
| +0.3% | +$10.6K | 0.6% | 54 |
|
|
2024
Q3 | $3.68M | Buy |
60,327
+75
| +0.1% | +$4.57K | 0.64% | 49 |
|
|
2024
Q2 | $3.41M | Sell |
60,252
-55,073
| -48% | -$3.12M | 0.61% | 52 |
|
|
2024
Q1 | $6.75M | Sell |
115,325
-16,985
| -13% | -$994K | 1.21% | 34 |
|
|
2023
Q4 | $6.91M | Buy |
132,310
+10,146
| +8% | +$530K | 1.3% | 31 |
|
|
2023
Q3 | $5.92M | Buy |
122,164
+9,392
| +8% | +$455K | 1.19% | 32 |
|
|
2023
Q2 | $5.85M | Buy |
112,772
+17,471
| +18% | +$906K | 1.12% | 31 |
|
|
2023
Q1 | $4.57M | Buy |
95,301
+10,302
| +12% | +$494K | 0.95% | 34 |
|
|
2022
Q4 | $3.91M | Buy |
+84,999
| New | +$3.91M | 0.85% | 38 |
|