Total Clarity Wealth Management’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 | $1.34M | Buy |
22,670
+7,888
| +53% | +$467K | 0.38% | 71 |
|
|
2025
Q1 | $894K | Sell |
14,782
-142
| -1% | -$8.59K | 0.29% | 93 |
|
|
2024
Q4 | $902K | Buy |
+14,924
| New | +$902K | 0.29% | 91 |
|
|
2023
Q1 | – | Sell |
-10,148
| Closed | -$467K | – | 220 |
|
|
2022
Q4 | $467K | Buy |
10,148
+344
| +4% | +$15.8K | 0.24% | 106 |
|
|
2022
Q3 | $435K | Buy |
9,804
+205
| +2% | +$9.1K | 0.27% | 103 |
|
|
2022
Q2 | $440K | Buy |
+9,599
| New | +$440K | 0.23% | 107 |
|