Glass Jacobson Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $133K | Hold |
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|
2025
Q2 | $124K | Hold |
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|
2025
Q1 | $127K | Hold |
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|
2024
Q4 | $127K | Hold |
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|
2024
Q3 | $128K | Hold |
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|
2024
Q2 | $119K | Hold |
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|
2024
Q1 | $123K | Hold |
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|
2023
Q4 | $113K | Hold |
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|
2023
Q3 | $102K | Hold |
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|
2023
Q2 | $105K | Buy |
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|
2022
Q4 | $96.7K | Buy |
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