Merit Financial Group’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 | $2.03M | Sell |
34,273
-2,648
| -7% | -$157K | 0.02% | 516 |
|
|
2025
Q1 | $2.07M | Buy |
36,921
+3,582
| +11% | +$201K | 0.03% | 410 |
|
|
2024
Q4 | $2.02M | Buy |
33,339
+19,394
| +139% | +$1.17M | 0.04% | 351 |
|
|
2024
Q3 | $850K | Buy |
13,945
+354
| +3% | +$21.6K | 0.02% | 456 |
|
|
2024
Q2 | $770K | Buy |
13,591
+2,977
| +28% | +$169K | 0.02% | 478 |
|
|
2024
Q1 | $599K | Buy |
10,614
+823
| +8% | +$46.5K | 0.01% | 526 |
|
|
2023
Q4 | $526K | Buy |
+9,791
| New | +$526K | 0.02% | 482 |
|