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 Q3	$2.33M	Buy	31,718 +3,647	+13%	+$279K	0.08%	258
2026 Q2	$2.19M	Buy	28,071 +27,968	+27,153%	+$2.05M	0.08%	270
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 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

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

Verus Capital Partners Scottsdale, Arizona $1.91B AUM 49.49% 1-Year Est. Return

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

IFG Advisory's JMEE Position: Q3 2026 in Review

IFG Advisory increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 13% in Q3 2026, buying an estimated $279K and bringing the position to 31,718 shares worth $2.33M. The position accounts for 0.08% of the portfolio, ranked #258.

IFG Advisory first reported a position in JMEE in Q4 2024 and has held it in 8 quarters since. 119 funds tracked by Wall St. Rank hold JMEE as of Q3 2026.

IFG Advisory held 31,718 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $2.33M as of Q3 2026.
IFG Advisory bought 3,647 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q3 2026, an estimated $279K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.08% of IFG Advisory's portfolio in Q3 2026, its #258 holding.
IFG Advisory first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2024 and has held it in 8 quarters since.
119 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.