CGC Financial Services, LLC JMEE Holdings History
CGC Financial Services, LLC's JPMorgan Small & Mid Cap Enhanced Equity ETF Holding Summary
As of 2025-03-31, CGC Financial Services, LLC held 349,276.00 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF(JMEE), totaling $19.55 Mil. This investment constitutes 7.73% of their stock portfolio, and CGC Financial Services, LLC now holds 1.16% of the outstanding JPMorgan Small & Mid Cap Enhanced Equity ETF(JMEE) stock.
The initial trade took place in 2024Q2. And since then CGC Financial Services, LLC has made 4 purchases of JMEE, at an average price of $57.04, for a total of 349,276.00 shares. Based on historical transaction data and JMEE's current price of $60.71, CGC Financial Services, LLC's estimated gain on his JMEE holdings is $1.28 Mil, reflecting a 6.43% gain to date.
CGC Financial Services, LLC JMEE ($60.71) Holding Chart
CGC Financial Services, LLC JMEE ($60.71) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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