Crestwood Advisors Group, LLC JMEE Holdings History
Crestwood Advisors Group, LLC's JPMorgan Small & Mid Cap Enhanced Equity ETF Holding Summary
As of 2025-03-31, Crestwood Advisors Group, LLC held 1.14 Mil shares of JPMorgan Small & Mid Cap Enhanced Equity ETF(JMEE), totaling $63.62 Mil. This investment constitutes 1.21% of their stock portfolio, and Crestwood Advisors Group, LLC now holds 3.67% of the outstanding JPMorgan Small & Mid Cap Enhanced Equity ETF(JMEE) stock.
The initial trade took place in 2025Q1. And since then Crestwood Advisors Group, LLC has made 1 purchases of JMEE, at an average price of $59.77, for a total of 1.14 Mil shares. Based on historical transaction data and JMEE's current price of $60.35, Crestwood Advisors Group, LLC's estimated gain on his JMEE holdings is $659,138.68, reflecting a 0.97% gain to date.
Crestwood Advisors Group, LLC JMEE ($60.35) Holding Chart
Crestwood Advisors Group, LLC JMEE ($60.35) 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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