Total Wealth Planning, LLC JMEE Holdings History
Total Wealth Planning, LLC's JPMorgan Small & Mid Cap Enhanced Equity ETF Holding Summary
As of 2025-06-30, Total Wealth Planning, LLC held 442,415.00 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF(JMEE), totaling $26.20 Mil. This investment constitutes 3.31% of their stock portfolio, and Total Wealth Planning, LLC now holds 1.41% 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 3 purchases of JMEE, at an average price of $61.59, for a total of 442,415.00 shares. Based on historical transaction data and JMEE's current price of $59.78, Total Wealth Planning, LLC's estimated gain on his JMEE holdings is $-798,895.06, reflecting a -2.93% gain to date.
Total Wealth Planning, LLC JMEE ($59.78) Holding Chart
Total Wealth Planning, LLC 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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