LWM
Lakeridge Wealth Management’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.6M | Buy |
77,720
+2,338
| +3% | +$138K | 2.12% | 14 |
|
|
2025
Q1 | $4.22M | Buy |
75,382
+3,644
| +5% | +$204K | 2.11% | 13 |
|
|
2024
Q4 | $4.34M | Buy |
71,738
+8,025
| +13% | +$485K | 2.24% | 12 |
|
|
2024
Q3 | $3.88M | Buy |
63,713
+1,526
| +2% | +$93K | 2.13% | 11 |
|
|
2024
Q2 | $3.52M | Buy |
62,187
+2,380
| +4% | +$135K | 2.12% | 12 |
|
|
2024
Q1 | $3.5M | Buy |
59,807
+300
| +0.5% | +$17.6K | 2.27% | 12 |
|
|
2023
Q4 | $3.2M | Buy |
+59,507
| New | +$3.2M | 2.31% | 10 |
|