Heritage Wealth Management (Ohio)’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Heritage Wealth Management (Ohio)’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 Q3	$440K	Buy
2025 Q2	$329K	Buy
2025 Q1	$224K	Buy