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Kestra Private Wealth Services’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Kestra Private Wealth Services’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
2026
Q1 		$390K Sell
5,841
-274
-4% -$18.7K ﹤0.01% 1327
2025
Q4 		$394K Sell
6,115
-1,339
-18% -$85.7K ﹤0.01% 1297
2025
Q3 		$473K Sell
7,454
-10,643
-59% -$657K 0.01% 1125
2025
Q2 		$1.07M Buy
18,097
+2,471
+16% +$138K 0.02% 723
2025
Q1 		$875K Buy
15,626
+8,123
+108% +$486K 0.01% 725
2024
Q4 		$454K Sell
7,503
-98
-1% -$6.14K 0.01% 967
2024
Q3 		$463K Buy
7,601
+892
+13% +$52.3K 0.01% 909
2024
Q2 		$380K Buy
6,709
+1,737
+35% +$98.5K 0.01% 944
2024
Q1 		$291K Buy
+4,972
New +$272K 0.01% 1026

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CAG
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GVAG
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