Wagner Wealth Management, LLC JMEE Holdings History
Wagner Wealth Management, LLC's JPMorgan Small & Mid Cap Enhanced Equity ETF Holding Summary
As of 2025-03-31, Wagner Wealth Management, LLC held 365,501.00 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF(JMEE), totaling $20.46 Mil. This investment constitutes 5.1% of their stock portfolio, and Wagner Wealth Management, LLC now holds 1.22% of the outstanding JPMorgan Small & Mid Cap Enhanced Equity ETF(JMEE) stock.
The initial trade took place in 2022Q3. And since then Wagner Wealth Management, LLC has made 9 purchases of JMEE, at an average price of $52.58, for a total of 374,466.00 shares. In addition, there have been 2 sales at an average price of $53.55 for 8,965.00 shares. Based on historical transaction data and JMEE's current price of $60.71, Wagner Wealth Management, LLC's estimated gain on his JMEE holdings is $2.98 Mil, reflecting a 15.14% gain to date.
Wagner Wealth Management, LLC JMEE ($60.71) Holding Chart
Wagner Wealth Management, LLC JMEE ($60.71) 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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