Triad 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 | $372K | Sell |
6,289
-3,458
| -35% | -$205K | 0.08% | 188 |
|
|
2025
Q1 | $546K | Sell |
9,747
-12,441
| -56% | -$696K | 0.17% | 99 |
|
|
2024
Q4 | $1.34M | Sell |
22,188
-23,026
| -51% | -$1.39M | 0.48% | 41 |
|
|
2024
Q3 | $2.76M | Sell |
45,214
-17,056
| -27% | -$1.04M | 1.47% | 23 |
|
|
2024
Q2 | $3.53M | Buy |
62,270
+9,768
| +19% | +$553K | 1.85% | 15 |
|
|
2024
Q1 | $3.07M | Buy |
+52,502
| New | +$3.07M | 2.36% | 13 |
|