Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-676
| Closed | -$38K | – | 1250 |
|
|
2024
Q2 | $38K | Hold |
676
| – | – | 0.01% | 527 |
|
|
2024
Q1 | $39.6K | Hold |
676
| – | – | 0.01% | 524 |
|
|
2023
Q4 | $36K | Buy |
676
+8
| +1% | +$426 | 0.01% | 525 |
|
|
2023
Q3 | $32.4K | Buy |
+668
| New | +$32.4K | 0.01% | 538 |
|
|
2023
Q1 | $32K | Buy |
+668
| New | +$32K | 0.01% | 531 |
|
|
2022
Q4 | – | Sell |
-626
| Closed | -$27K | – | 744 |
|
|
2022
Q3 | $27K | Buy |
+626
| New | +$27K | 0.01% | 516 |
|