PWA
PCG Wealth Advisors’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 | – | Sell |
-42,163
| Closed | -$2.36M | – | 118 |
|
|
2025
Q1 | $2.36M | Sell |
42,163
-4,031
| -9% | -$226K | 0.82% | 41 |
|
|
2024
Q4 | $2.79M | Buy |
46,194
+2,091
| +5% | +$126K | 1.03% | 34 |
|
|
2024
Q3 | $2.69M | Buy |
44,103
+3,751
| +9% | +$229K | 1.04% | 33 |
|
|
2024
Q2 | $2.29M | Buy |
40,352
+7,205
| +22% | +$408K | 0.99% | 35 |
|
|
2024
Q1 | $1.94M | Buy |
33,147
+7,561
| +30% | +$443K | 0.92% | 38 |
|
|
2023
Q4 | $1.37M | Buy |
25,586
+4,442
| +21% | +$239K | 0.77% | 43 |
|
|
2023
Q3 | $1.02M | Buy |
21,144
+9,379
| +80% | +$454K | 0.67% | 38 |
|
|
2023
Q2 | $590K | Buy |
+11,765
| New | +$590K | 0.37% | 57 |
|