Kestra Private Wealth Services’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 | $1.07M | Buy |
18,097
+2,471
| +16% | +$146K | 0.02% | 721 |
|
|
2025
Q1 | $875K | Buy |
15,626
+8,123
| +108% | +$455K | 0.01% | 725 |
|
|
2024
Q4 | $454K | Sell |
7,503
-98
| -1% | -$5.93K | 0.01% | 964 |
|
|
2024
Q3 | $463K | Buy |
7,601
+892
| +13% | +$54.4K | 0.01% | 908 |
|
|
2024
Q2 | $380K | Buy |
6,709
+1,737
| +35% | +$98.4K | 0.01% | 942 |
|
|
2024
Q1 | $291K | Buy |
+4,972
| New | +$291K | 0.01% | 1026 |
|