NewEdge Advisors’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 | $464K | Sell |
7,844
-2,115
| -21% | -$125K | ﹤0.01% | 1739 |
|
|
2025
Q1 | $558K | Sell |
9,959
-1,143
| -10% | -$64K | ﹤0.01% | 1524 |
|
|
2024
Q4 | $671K | Sell |
11,102
-767
| -6% | -$46.4K | ﹤0.01% | 1376 |
|
|
2024
Q3 | $724K | Buy |
11,869
+3,000
| +34% | +$183K | ﹤0.01% | 1259 |
|
|
2024
Q2 | $502K | Buy |
8,869
+8,833
| +24,536% | +$500K | ﹤0.01% | 1421 |
|
|
2024
Q1 | $2.11K | Buy |
+36
| New | +$2.11K | ﹤0.01% | 3355 |
|
|
2023
Q4 | – | Sell |
-1,331
| Closed | -$64.5K | – | 3828 |
|
|
2023
Q3 | $64.5K | Hold |
1,331
| – | – | ﹤0.01% | 2007 |
|
|
2023
Q2 | $66.8K | Buy |
1,331
+1,273
| +2,195% | +$63.9K | ﹤0.01% | 1995 |
|
|
2023
Q1 | $2.78K | Buy |
+58
| New | +$2.78K | ﹤0.01% | 2952 |
|