CGC Financial Services’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

CGC Financial Services’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 Q3	$24.2M	Buy	329,108 +4,914	+2%	+$376K	5.37%	9
2026 Q2	$25.3M	Sell	324,194 -15,347	-5%	-$1.12M	5.69%	9
2026 Q1	$22.7M	Sell	339,541 -2,785	-0.8%	-$190K	6.55%	6
2025 Q4	$22M	Buy	342,326 +6,543	+2%	+$419K	5.9%	7
2025 Q3	$21.3M	Sell	335,783 -32,867	-9%	-$2.03M	5.87%	8
2025 Q2	$21.8M	Buy	368,650 +19,374	+6%	+$1.08M	7.37%	5
2025 Q1	$19.6M	Buy	349,276 +7,994	+2%	+$478K	7.73%	4
2024 Q4	$20.6M	Buy	341,282 +14,227	+4%	+$891K	8.22%	4
2024 Q3	$19.9M	Buy	327,055 +6,719	+2%	+$394K	7.99%	4
2024 Q2	$18.1M	Buy	+320,336	New	+$18.2M	7.88%	4

Other funds holding JMEE

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

Meridian Financial Partners Warrenton, Virginia $306M AUM 22.08% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return

Plan Group Financial Oklahoma City, Oklahoma $510M AUM 17.41% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

CGC Financial Services's JMEE Position: Q3 2026 in Review

CGC Financial Services increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 1.5% in Q3 2026, buying an estimated $376K and bringing the position to 329,108 shares worth $24.2M. The position accounts for 5.37% of the portfolio, ranked #9.

CGC Financial Services first reported a position in JMEE in Q2 2024 and has held it in 10 quarters since. The position peaked at $25.3M in Q2 2026. 51 funds tracked by Wall St. Rank hold JMEE as of Q3 2026.

CGC Financial Services held 329,108 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $24.2M as of Q3 2026.
CGC Financial Services bought 4,914 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q3 2026, an estimated $376K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 5.37% of CGC Financial Services's portfolio in Q3 2026, its #9 holding.
CGC Financial Services first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2024 and has held it in 10 quarters since.
CGC Financial Services's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $25.3M in Q2 2026.
51 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q3 2026.

Based on CGC Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.