EFG
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Elios Financial Group’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Elios Financial Group’s Portfolio JMEE Stock Details JMEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$447K Buy
7,543
+1,026
+16% +$57.4K 0.2% 90
2025
Q1 		$365K Sell
6,517
-276
-4% -$16.5K 0.18% 90
2024
Q4 		$411K Buy
6,793
+26
+0.4% +$1.63K 0.19% 85
2024
Q3 		$413K Buy
+6,767
New +$397K 0.19% 85

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TWP
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