Stewardship Advisors’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 | $4.39M | Buy |
74,076
+696
| +0.9% | +$41.2K | 1.11% | 25 |
|
|
2025
Q1 | $4.11M | Buy |
73,380
+2,347
| +3% | +$131K | 1.11% | 26 |
|
|
2024
Q4 | $4.3M | Sell |
71,033
-65
| -0.1% | -$3.93K | 1.19% | 22 |
|
|
2024
Q3 | $4.33M | Sell |
71,098
-42,990
| -38% | -$2.62M | 1.22% | 22 |
|
|
2024
Q2 | $6.46M | Buy |
114,088
+14,953
| +15% | +$847K | 2.14% | 14 |
|
|
2024
Q1 | $5.8M | Buy |
+99,135
| New | +$5.8M | 1.99% | 15 |
|