Stifel Financial’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 | $4.73M | Sell |
79,897
-3,880
| -5% | -$230K | ﹤0.01% | 1283 |
|
2025
Q1 | $4.69M | Buy |
83,777
+5,405
| +7% | +$303K | 0.01% | 1221 |
|
2024
Q4 | $4.74M | Buy |
78,372
+17,145
| +28% | +$1.04M | ﹤0.01% | 1231 |
|
2024
Q3 | $3.73M | Buy |
61,227
+8,234
| +16% | +$502K | ﹤0.01% | 1372 |
|
2024
Q2 | $3M | Buy |
52,993
+11,714
| +28% | +$663K | ﹤0.01% | 1452 |
|
2024
Q1 | $2.42M | Buy |
41,279
+2,216
| +6% | +$130K | ﹤0.01% | 1585 |
|
2023
Q4 | $2.1M | Sell |
39,063
-1,586
| -4% | -$85.2K | ﹤0.01% | 1633 |
|
2023
Q3 | $1.97M | Sell |
40,649
-238
| -0.6% | -$11.5K | ﹤0.01% | 1605 |
|
2023
Q2 | $2.05M | Sell |
40,887
-7,069
| -15% | -$355K | ﹤0.01% | 1606 |
|
2023
Q1 | $2.3M | Sell |
47,956
-316,072
| -87% | -$15.2M | ﹤0.01% | 1489 |
|
2022
Q4 | $16.8M | Sell |
364,028
-26,218
| -7% | -$1.21M | 0.03% | 498 |
|
2022
Q3 | $17.3M | Sell |
390,246
-15,776
| -4% | -$700K | 0.03% | 470 |
|
2022
Q2 | $18.6M | Buy |
+406,022
| New | +$18.6M | 0.03% | 467 |
|