Tradition Wealth Management, LLC JMEE Holdings History
Tradition Wealth Management, LLC's JPMorgan Small & Mid Cap Enhanced Equity ETF Holding Summary
As of 2025-03-31, Tradition Wealth Management, LLC held 88,812.00 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF(JMEE), totaling $4.97 Mil. This investment constitutes 0.44% of their stock portfolio, and Tradition Wealth Management, LLC now holds 0.29% of the outstanding JPMorgan Small & Mid Cap Enhanced Equity ETF(JMEE) stock.
The initial trade took place in 2025Q1. And since then Tradition Wealth Management, LLC has made 1 purchases of JMEE, at an average price of $59.77, for a total of 88,812.00 shares. Based on historical transaction data and JMEE's current price of $60.86, Tradition Wealth Management, LLC's estimated gain on his JMEE holdings is $96,805.08, reflecting a 1.82% gain to date.
Tradition Wealth Management, LLC JMEE ($60.86) Holding Chart
Tradition Wealth Management, LLC JMEE ($60.86) 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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