LWL
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Leo Wealth LLC’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Leo Wealth LLC’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
2025
Q3 		– Sell
-18,776
Closed -$1.11M – 348
2025
Q2 		$1.11M Buy
+18,776
New +$1.05M 0.09% 165
2025
Q1 		– Sell
-21,399
Closed -$1.29M – 330
2024
Q4 		$1.29M Buy
21,399
+4,352
+26% +$273K 0.12% 131
2024
Q3 		$1.04M Buy
17,047
+1,549
+10% +$90.9K 0.1% 152
2024
Q2 		$870K Sell
15,498
-38,533
-71% -$2.18M 0.09% 157
2024
Q1 		$3.14M Buy
54,031
+12,580
+30% +$688K 0.32% 56
2023
Q4 		$2.34M Buy
+41,451
New +$2.04M 0.24% 72

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SPWG
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TWP
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