Syntegra Private Wealth Group, LLC JMEE Holdings History
Syntegra Private Wealth Group, LLC's JPMorgan Small & Mid Cap Enhanced Equity ETF Holding Summary
As of 2025-03-31, Syntegra Private Wealth Group, LLC held 755,850.00 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF(JMEE), totaling $42.31 Mil. This investment constitutes 4.95% of their stock portfolio, and Syntegra Private Wealth Group, LLC now holds 2.44% of the outstanding JPMorgan Small & Mid Cap Enhanced Equity ETF(JMEE) stock.
The initial trade took place in 2024Q3. And since then Syntegra Private Wealth Group, LLC has made 2 purchases of JMEE, at an average price of $58.77, for a total of 820,004.00 shares. In addition, there have been 1 sales at an average price of $59.77 for 64,154.00 shares. Based on historical transaction data and JMEE's current price of $60.61, Syntegra Private Wealth Group, LLC's estimated gain on his JMEE holdings is $1.45 Mil, reflecting a 3.01% gain to date.
Syntegra Private Wealth Group, LLC JMEE ($60.61) Holding Chart
Syntegra Private Wealth Group, 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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