Global Retirement Partners’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 | $1.12M | Buy |
+18,921
| New | +$1.12M | 0.03% | 479 |
|
|
2024
Q4 | $287K | Buy |
4,745
+540
| +13% | +$32.7K | 0.01% | 817 |
|
|
2024
Q3 | $256K | Buy |
4,205
+787
| +23% | +$48K | 0.01% | 828 |
|
|
2024
Q2 | $194K | Sell |
3,418
-372
| -10% | -$21.1K | 0.01% | 897 |
|
|
2024
Q1 | $222K | Buy |
3,790
+912
| +32% | +$53.4K | 0.01% | 758 |
|
|
2023
Q4 | $150K | Buy |
2,878
+1,227
| +74% | +$64.1K | 0.01% | 871 |
|
|
2023
Q3 | $78.1K | Hold |
1,651
| – | – | ﹤0.01% | 1038 |
|
|
2023
Q2 | $82.8K | Hold |
1,651
| – | – | ﹤0.01% | 1024 |
|
|
2023
Q1 | $76.6K | Buy |
1,651
+413
| +33% | +$19.2K | ﹤0.01% | 1032 |
|
|
2022
Q4 | $57K | Buy |
+1,238
| New | +$57K | ﹤0.01% | 1028 |
|