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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$329K Buy
5,558
+1,561
+39% +$92.4K 0.11% 179
2025
Q1 		$224K Buy
+3,997
New +$224K 0.08% 211