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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
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

SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
RMS
Retirement Management Systems Leonardtown, Maryland $488M AUM
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

CGC Financial Services's JMEE Position: Q2 2026 in Review

CGC Financial Services reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 4.5% in Q2 2026, selling an estimated $1.12M and leaving 324,194 shares worth $25.3M. The position accounts for 5.69% of the portfolio, ranked #9.

CGC Financial Services first reported a position in JMEE in Q2 2024 and has held it in 9 quarters since. 37 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

  • CGC Financial Services held 324,194 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $25.3M as of Q2 2026.
  • CGC Financial Services sold 15,347 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $1.12M.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF made up 5.69% of CGC Financial Services's portfolio in Q2 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 9 quarters since.
  • 37 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.