Number of Shares
690,688.00
Current Holdings Value*
$38.67 Mil
% of Portfolio
0.83%
Total Estimate Gain
$6,906.88
% of Total Estimate Gain
0.02%

GREAT VALLEY ADVISOR GROUP, INC.'s JPMorgan Small & Mid Cap Enhanced Equity ETF Holding Summary

As of 2025-03-31, GREAT VALLEY ADVISOR GROUP, INC. held 690,688.00 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF(JMEE), totaling $38.67 Mil. This investment constitutes 0.83% of their stock portfolio, and GREAT VALLEY ADVISOR GROUP, INC. now holds 2.23% of the outstanding JPMorgan Small & Mid Cap Enhanced Equity ETF(JMEE) stock.

The initial trade took place in 2025Q1. And since then GREAT VALLEY ADVISOR GROUP, INC. has made 1 purchases of JMEE, at an average price of $59.77, for a total of 690,688.00 shares. Based on historical transaction data and JMEE's current price of $59.78, GREAT VALLEY ADVISOR GROUP, INC.'s estimated gain on his JMEE holdings is $6,906.88, reflecting a 0.02% gain to date.

GREAT VALLEY ADVISOR GROUP, INC. JMEE ($59.78) Holding Chart

GREAT VALLEY ADVISOR GROUP, INC. JMEE ($59.78) 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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