Dynamic Advisor Solutions’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 | $287K | Sell |
4,853
-620
| -11% | -$36.7K | 0.01% | 759 |
|
2025
Q1 | $306K | Buy |
5,473
+147
| +3% | +$8.23K | 0.01% | 700 |
|
2024
Q4 | $322K | Buy |
5,326
+785
| +17% | +$47.5K | 0.01% | 514 |
|
2024
Q3 | $277K | Buy |
4,541
+445
| +11% | +$27.1K | 0.01% | 780 |
|
2024
Q2 | $232K | Buy |
+4,096
| New | +$232K | 0.01% | 839 |
|