Summit Wealth Partners’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	$699K	Buy	11,801 +591	+5%	+$35K	0.13%	103
2025 Q1	$628K	Sell	11,210 -483	-4%	-$27K	0.13%	112
2024 Q4	$707K	Sell	11,693 -713	-6%	-$43.1K	0.15%	96
2024 Q3	$756K	Buy	12,406 +2,264	+22%	+$138K	0.15%	106
2024 Q2	$574K	Buy	+10,142	New	+$574K	0.12%	120