SWM
SFG Wealth Management’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
Q1 | – | Sell |
-10,152
| Closed | -$614K | – | 122 |
|
|
2024
Q4 | $614K | Buy |
10,152
+2,045
| +25% | +$124K | 0.32% | 51 |
|
|
2024
Q3 | $494K | Sell |
8,107
-48
| -0.6% | -$2.93K | 0.26% | 56 |
|
|
2024
Q2 | $462K | Sell |
8,155
-84
| -1% | -$4.76K | 0.26% | 55 |
|
|
2024
Q1 | $482K | Sell |
8,239
-51
| -0.6% | -$2.99K | 0.29% | 50 |
|
|
2023
Q4 | $445K | Buy |
8,290
+583
| +8% | +$31.3K | 0.3% | 51 |
|
|
2023
Q3 | $373K | Buy |
+7,707
| New | +$373K | 0.3% | 57 |
|