Wagner 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 | $22.9M | Buy |
387,521
+22,020
| +6% | +$1.3M | 5.23% | 5 |
|
|
2025
Q1 | $20.5M | Buy |
365,501
+29,539
| +9% | +$1.65M | 5.1% | 6 |
|
|
2024
Q4 | $20.3M | Buy |
335,962
+24,874
| +8% | +$1.5M | 5.24% | 5 |
|
|
2024
Q3 | $19M | Buy |
311,088
+22,964
| +8% | +$1.4M | 5.12% | 6 |
|
|
2024
Q2 | $16.3M | Sell |
288,124
-5,141
| -2% | -$291K | 4.88% | 6 |
|
|
2024
Q1 | $17.2M | Buy |
293,265
+100,213
| +52% | +$5.87M | 5.23% | 5 |
|
|
2023
Q4 | $10.4M | Sell |
193,052
-3,824
| -2% | -$205K | 3.48% | 4 |
|
|
2023
Q3 | $9.54M | Buy |
196,876
+14,813
| +8% | +$718K | 3.5% | 6 |
|
|
2023
Q2 | $9.13M | Buy |
182,063
+60,502
| +50% | +$3.03M | 3.49% | 5 |
|
|
2023
Q1 | $5.83M | Buy |
121,561
+74,650
| +159% | +$3.58M | 2.65% | 7 |
|
|
2022
Q4 | $2.16M | Buy |
46,911
+35,270
| +303% | +$1.62M | 1.34% | 18 |
|
|
2022
Q3 | $517K | Buy |
+11,641
| New | +$517K | 0.38% | 53 |
|