Destiny Wealth Partners’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
2026 Q1	$4.41M	Sell	66,088 -1,819	-3%	-$124K	0.48%	57
2025 Q4	$4.62M	Buy	67,907 +2,135	+3%	+$137K	0.53%	53
2025 Q3	$4.17M	Buy	65,772 +2,066	+3%	+$128K	0.51%	55
2025 Q2	$3.77M	Buy	63,706 +1,467	+2%	+$82.1K	0.51%	57
2025 Q1	$3.48M	Buy	62,239 +1,736	+3%	+$104K	0.55%	56
2024 Q4	$3.66M	Buy	60,503 +176	+0.3%	+$11K	0.6%	54
2024 Q3	$3.68M	Buy	60,327 +75	+0.1%	+$4.4K	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%	-$928K	1.21%	34
2023 Q4	$6.91M	Buy	132,310 +10,146	+8%	+$501K	1.3%	31
2023 Q3	$5.92M	Buy	122,164 +9,392	+8%	+$474K	1.19%	32
2023 Q2	$5.85M	Buy	112,772 +17,471	+18%	+$830K	1.12%	31
2023 Q1	$4.57M	Buy	95,301 +10,302	+12%	+$502K	0.95%	34
2022 Q4	$3.91M	Buy	+84,999	New	+$4.12M	0.85%	38