IFG Advisory’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

IFG Advisory’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 Q1	$6.9K	Sell	103 -13,803	-99%	-$940K	0.02%	284
2025 Q4	$895K	Buy	13,906 +1,100	+9%	+$70.4K	0.04%	390
2025 Q3	$812K	Buy	12,806 +1,065	+9%	+$65.8K	0.04%	398
2025 Q2	$695K	Buy	11,741 +963	+9%	+$53.9K	0.03%	415
2025 Q1	$603K	Buy	10,778 +532	+5%	+$31.8K	0.03%	400
2024 Q4	$620K	Buy	+10,246	New	+$642K	0.04%	375

Other funds holding JMEE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

IFG Advisory's JMEE Position: Q1 2026 in Review

IFG Advisory reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 99% in Q1 2026, selling an estimated $940K and leaving 103 shares worth $6.9K. The position accounts for 0.02% of the portfolio, ranked #284.

IFG Advisory first reported a position in JMEE in Q4 2024 and has held it in 6 quarters since. The position peaked at $895K in Q4 2025. 177 funds tracked by Wall St. Rank hold JMEE as of Q1 2026.

IFG Advisory held 103 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $6.9K as of Q1 2026.
IFG Advisory sold 13,803 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q1 2026, an estimated $940K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.02% of IFG Advisory's portfolio in Q1 2026, its #284 holding.
IFG Advisory first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2024 and has held it in 6 quarters since.
IFG Advisory's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $895K in Q4 2025.
177 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.