Wells Trecaso Financial Group’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 | $1.54M | Buy |
26,064
+1,341
| +5% | +$79.4K | 0.48% | 43 |
|
|
2025
Q1 | $1.38M | Buy |
24,723
+5,699
| +30% | +$319K | 0.46% | 45 |
|
|
2024
Q4 | $1.15M | Buy |
19,024
+2,805
| +17% | +$170K | 0.38% | 46 |
|
|
2024
Q3 | $989K | Buy |
16,219
+1,594
| +11% | +$97.2K | 0.33% | 48 |
|
|
2024
Q2 | $828K | Buy |
14,625
+3,074
| +27% | +$174K | 0.29% | 51 |
|
|
2024
Q1 | $676K | Buy |
+11,551
| New | +$676K | 0.24% | 54 |
|