Glass Jacobson Investment Advisors’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 | $124K | Hold |
2,100
| – | – | 0.05% | 213 |
|
|
2025
Q1 | $127K | Hold |
2,100
| – | – | 0.04% | 270 |
|
|
2024
Q4 | $127K | Hold |
2,100
| – | – | 0.04% | 270 |
|
|
2024
Q3 | $128K | Hold |
2,100
| – | – | 0.04% | 259 |
|
|
2024
Q2 | $119K | Hold |
2,100
| – | – | 0.04% | 254 |
|
|
2024
Q1 | $123K | Hold |
2,100
| – | – | 0.05% | 255 |
|
|
2023
Q4 | $113K | Hold |
2,100
| – | – | 0.05% | 257 |
|
|
2023
Q3 | $102K | Hold |
2,100
| – | – | 0.05% | 255 |
|
|
2023
Q2 | $105K | Buy |
+2,100
| New | +$105K | 0.05% | 256 |
|
|
2022
Q4 | $96.7K | Buy |
+2,100
| New | +$96.7K | 0.05% | 272 |
|