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Total Wealth Planning’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Total Wealth Planning’s Portfolio JMEE Stock Details JMEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$26.2M Buy
442,415
+45,531
+11% +$2.7M 3.31% 10
2025
Q1 		$22.2M Buy
396,884
+61,373
+18% +$3.44M 3.4% 10
2024
Q4 		$20.3M Buy
+335,511
New +$20.3M 3.16% 10