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MLG Wealth Management DBA Pine Grove Financial Group’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’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
2025
Q4 		$3.32M Buy
+51,568
New +$3.3M 0.4% 50

Other funds holding JMEE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
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
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

MLG Wealth Management DBA Pine Grove Financial Group's JMEE Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) in Q4 2025: 51,568 shares worth $3.32M. The stake represents 0.4% of the portfolio and ranks #50 among its holdings.

176 funds tracked by Wall St. Rank hold JMEE as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 51,568 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $3.32M as of Q4 2025.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.4% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #50 holding.
  • 176 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.