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Allegheny Financial Group’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Allegheny Financial Group’s Portfolio JMEE Stock Details JMEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.65M Buy
72,421
+25,073
+53% +$1.84M 0.6% 31
2026
Q1 		$3.16M Buy
47,348
+33,453
+241% +$2.28M 0.43% 40
2025
Q4 		$895K Buy
+13,895
New +$889K 0.13% 111

Other funds holding JMEE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Allegheny Financial Group's JMEE Position: Q2 2026 in Review

Allegheny Financial Group increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 53% in Q2 2026, buying an estimated $1.84M and bringing the position to 72,421 shares worth $5.65M. The position accounts for 0.6% of the portfolio, ranked #31.

Allegheny Financial Group first reported a position in JMEE in Q4 2025 and has held it in 3 quarters since. 196 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

  • Allegheny Financial Group held 72,421 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $5.65M as of Q2 2026.
  • Allegheny Financial Group bought 25,073 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $1.84M.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.6% of Allegheny Financial Group's portfolio in Q2 2026, its #31 holding.
  • Allegheny Financial Group first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 196 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.