Number of Shares
89,163.00
Current Holdings Value*
$5.28 Mil
% of Portfolio
0.34%
Total Estimate Gain
$318,286.98
% of Total Estimate Gain
6.26%

Legacy Private Trust Co.'s JPMorgan Small & Mid Cap Enhanced Equity ETF Holding Summary

As of 2025-06-30, Legacy Private Trust Co. held 89,163.00 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF(JMEE), totaling $5.28 Mil. This investment constitutes 0.34% of their stock portfolio, and Legacy Private Trust Co. now holds 0.29% of the outstanding JPMorgan Small & Mid Cap Enhanced Equity ETF(JMEE) stock.

The initial trade took place in 2024Q4. And since then Legacy Private Trust Co. has made 3 purchases of JMEE, at an average price of $57.04, for a total of 89,163.00 shares. Based on historical transaction data and JMEE's current price of $60.61, Legacy Private Trust Co.'s estimated gain on his JMEE holdings is $318,286.98, reflecting a 6.26% gain to date.

Legacy Private Trust Co. JMEE ($60.61) Holding Chart

Legacy Private Trust Co. 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 %

Top Ranked Articles

  • 1