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Trademark Financial Management’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Trademark Financial Management’s Portfolio JMEE Stock Details JMEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,512
Closed -$458K – 98
2024
Q3 		$458K Sell
7,512
-1,653
-18% -$97K 0.36% 56
2024
Q2 		$519K Sell
9,165
-2,247
-20% -$127K 0.42% 53
2024
Q1 		$668K Sell
11,412
-898
-7% -$49.1K 0.55% 42
2023
Q4 		$661K Buy
+12,310
New +$607K 0.49% 50

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WWMSC
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TWP
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ARG
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