Northwest Capital Management’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 | $286K | Buy |
4,826
+901
| +23% | +$53.3K | 0.15% | 97 |
|
2025
Q1 | $220K | Hold |
3,925
| – | – | 0.09% | 110 |
|
2024
Q4 | $237K | Hold |
3,925
| – | – | 0.1% | 94 |
|
2024
Q3 | $239K | Hold |
3,925
| – | – | 0.09% | 94 |
|
2024
Q2 | $222K | Hold |
3,925
| – | – | 0.08% | 95 |
|
2024
Q1 | $230K | Hold |
3,925
| – | – | 0.07% | 115 |
|
2023
Q4 | $211K | Buy |
+3,925
| New | +$211K | 0.07% | 115 |
|