Total Wealth Planning, LLC JMEE Holdings History
Total Wealth Planning, LLC's JPMorgan Small & Mid Cap Enhanced Equity ETF Holding Summary
As of 2025-03-31, Total Wealth Planning, LLC held 396,884.00 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF(JMEE), totaling $22.22 Mil. This investment constitutes 3.4% of their stock portfolio, and Total Wealth Planning, LLC now holds 1.33% of the outstanding JPMorgan Small & Mid Cap Enhanced Equity ETF(JMEE) stock.
The initial trade took place in 2024Q4. And since then Total Wealth Planning, LLC has made 2 purchases of JMEE, at an average price of $62.23, for a total of 396,884.00 shares. Based on historical transaction data and JMEE's current price of $60.92, Total Wealth Planning, LLC's estimated gain on his JMEE holdings is $-519,920.41, reflecting a -2.11% gain to date.
Total Wealth Planning, LLC JMEE ($60.92) Holding Chart
Total Wealth Planning, LLC JMEE ($60.92) 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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