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Rooted Wealth Advisors’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Rooted Wealth Advisors’s Portfolio JMEE Stock Details JMEE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.03M Buy
16,940
+1,349
+9% +$81.9K 0.36% 43
2025
Q1 		$793K Buy
15,591
+1,476
+10% +$75K 0.34% 43
2024
Q4 		$855K Buy
14,115
+1,408
+11% +$85.3K 0.33% 45
2024
Q3 		$767K Buy
+12,707
New +$767K 0.34% 44