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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.03M Buy
2025
Q1
$793K Buy
2024
Q4
$855K Buy
2024
Q3
$767K Buy