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 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SPWG

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IFG Advisory's JMEE Position: Q2 2026 in Review

IFG Advisory increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 27,153% in Q2 2026, buying an estimated $2.05M and bringing the position to 28,071 shares worth $2.19M. The position accounts for 0.08% of the portfolio, ranked #270.

IFG Advisory first reported a position in JMEE in Q4 2024 and has held it in 7 quarters since. 196 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

IFG Advisory held 28,071 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $2.19M as of Q2 2026.
IFG Advisory bought 27,968 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $2.05M.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.08% of IFG Advisory's portfolio in Q2 2026, its #270 holding.
IFG Advisory first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2024 and has held it in 7 quarters since.
196 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.