WMA
West Michigan Advisors’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.09M | Buy |
69,047
+701
| +1% | +$41.5K | 1.15% | 22 |
|
2025
Q1 | $3.83M | Buy |
68,346
+3,165
| +5% | +$177K | 1.27% | 18 |
|
2024
Q4 | $3.94M | Buy |
65,181
+2,672
| +4% | +$162K | 1.19% | 23 |
|
2024
Q3 | $3.81M | Buy |
62,509
+1,270
| +2% | +$77.4K | 1.15% | 22 |
|
2024
Q2 | $3.47M | Sell |
61,239
-1,085
| -2% | -$61.5K | 1.1% | 23 |
|
2024
Q1 | $3.65M | Buy |
+62,324
| New | +$3.65M | 1.19% | 20 |
|