Steward Partners Investment Advisory’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 | $84.1K | Buy |
1,421
+632
| +80% | +$37.4K | ﹤0.01% | 2212 |
|
|
2025
Q1 | $44.2K | Sell |
789
-10
| -1% | -$560 | ﹤0.01% | 2446 |
|
|
2024
Q4 | $48.3K | Buy |
799
+329
| +70% | +$19.9K | ﹤0.01% | 2356 |
|
|
2024
Q3 | $28.7K | Sell |
470
-300
| -39% | -$18.3K | ﹤0.01% | 2488 |
|
|
2024
Q2 | $43.6K | Sell |
770
-700
| -48% | -$39.6K | ﹤0.01% | 2170 |
|
|
2024
Q1 | $86K | Buy |
+1,470
| New | +$86K | ﹤0.01% | 1842 |
|