IFP Advisors’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 | $54K | Buy |
913
+140
| +18% | +$8.28K | ﹤0.01% | 2006 |
|
|
2025
Q1 | $43.2K | Sell |
773
-180
| -19% | -$10.1K | ﹤0.01% | 1954 |
|
|
2024
Q4 | $57.6K | Buy |
953
+234
| +33% | +$14.1K | ﹤0.01% | 1762 |
|
|
2024
Q3 | $43.8K | Buy |
719
+250
| +53% | +$15.2K | ﹤0.01% | 1793 |
|
|
2024
Q2 | $26.6K | Buy |
469
+341
| +266% | +$19.3K | ﹤0.01% | 1951 |
|
|
2024
Q1 | $7.49K | Buy |
+128
| New | +$7.49K | ﹤0.01% | 2331 |
|
|
2023
Q1 | – | Sell |
-464
| Closed | -$22K | – | 3937 |
|
|
2022
Q4 | $22K | Hold |
464
| – | – | ﹤0.01% | 2813 |
|
|
2022
Q3 | $22K | Hold |
464
| – | – | ﹤0.01% | 3001 |
|
|
2022
Q2 | $22K | Hold |
464
| – | – | ﹤0.01% | 2759 |
|
|
2022
Q1 | $22K | Buy |
+464
| New | +$22K | ﹤0.01% | 2759 |
|