Envestnet Portfolio Solutions’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 | – | Sell |
-13,090
| Closed | -$733K | – | 1600 |
|
|
2025
Q1 | $733K | Buy |
13,090
+1,351
| +12% | +$75.6K | ﹤0.01% | 899 |
|
|
2024
Q4 | $710K | Buy |
11,739
+1,278
| +12% | +$77.3K | ﹤0.01% | 1073 |
|
|
2024
Q3 | $638K | Buy |
10,461
+1,326
| +15% | +$80.8K | ﹤0.01% | 1073 |
|
|
2024
Q2 | $517K | Buy |
9,135
+5,457
| +148% | +$309K | ﹤0.01% | 1125 |
|
|
2024
Q1 | $215K | Buy |
+3,678
| New | +$215K | ﹤0.01% | 1532 |
|