LWL
Leo Wealth LLC’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 | $1.11M | Buy |
+18,776
| New | +$1.11M | 0.09% | 165 |
|
|
2025
Q1 | – | Sell |
-21,399
| Closed | -$1.29M | – | 330 |
|
|
2024
Q4 | $1.29M | Buy |
21,399
+4,352
| +26% | +$263K | 0.12% | 131 |
|
|
2024
Q3 | $1.04M | Buy |
17,047
+1,549
| +10% | +$94.4K | 0.1% | 152 |
|
|
2024
Q2 | $870K | Sell |
15,498
-38,533
| -71% | -$2.16M | 0.09% | 157 |
|
|
2024
Q1 | $3.14M | Buy |
54,031
+12,580
| +30% | +$732K | 0.32% | 56 |
|
|
2023
Q4 | $2.34M | Buy |
+41,451
| New | +$2.34M | 0.24% | 72 |
|