Choice Wealth Advisors, LLC JMEE Holdings History
Choice Wealth Advisors, LLC's JPMorgan Small & Mid Cap Enhanced Equity ETF Holding Summary
As of 2025-06-30, Choice Wealth Advisors, LLC held 156,587.00 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF(JMEE), totaling $9.27 Mil. This investment constitutes 4.19% of their stock portfolio, and Choice Wealth Advisors, LLC now holds 0.5% of the outstanding JPMorgan Small & Mid Cap Enhanced Equity ETF(JMEE) stock.
The initial trade took place in 2024Q2. And since then Choice Wealth Advisors, LLC has made 4 purchases of JMEE, at an average price of $56.84, for a total of 157,618.00 shares. In addition, there have been 1 sales at an average price of $62.68 for 1,031.00 shares. Based on historical transaction data and JMEE's current price of $60.61, Choice Wealth Advisors, LLC's estimated gain on his JMEE holdings is $596,141.08, reflecting a 6.65% gain to date.
Choice Wealth Advisors, LLC JMEE ($60.61) Holding Chart
Choice Wealth Advisors, LLC JMEE ($60.61) 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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