Sequent Planning’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	$280K	Buy	4,734 +760	+19%	+$45K	0.09%	129
2025 Q1	$222K	Buy	3,974 +2	+0.1%	+$112	0.08%	134
2024 Q4	$240K	Buy	3,972 +87	+2%	+$5.26K	0.09%	125
2024 Q3	$237K	Buy	+3,885	New	+$237K	0.08%	128