Legacy Private Trust Co. JMEE Holdings History
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 % |
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