Zimmermann Investment Management & Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-33,911
| Closed | -$2.07M | – | 70 |
|
|
2024
Q3 | $2.07M | Buy |
33,911
+3,061
| +10% | +$187K | 0.63% | 40 |
|
|
2024
Q2 | $1.75M | Buy |
30,850
+5,865
| +23% | +$332K | 0.58% | 43 |
|
|
2024
Q1 | $1.46M | Sell |
24,985
-32,848
| -57% | -$1.92M | 0.53% | 50 |
|
|
2023
Q4 | $3.11M | Sell |
57,833
-8,756
| -13% | -$470K | 1.27% | 29 |
|
|
2023
Q3 | $3.23M | Buy |
66,589
+9,798
| +17% | +$475K | 1.55% | 24 |
|
|
2023
Q2 | $2.85M | Buy |
56,791
+25,520
| +82% | +$1.28M | 1.32% | 28 |
|
|
2023
Q1 | $1.5M | Buy |
+31,271
| New | +$1.5M | 0.78% | 38 |
|