KF
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Krilogy Financial’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Krilogy Financial’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 		$466K Sell
5,969
-204
-3% -$15K 0.01% 664
2026
Q1 		$438K Sell
6,173
-147
-2% -$10K 0.01% 619
2025
Q4 		$430K Sell
6,320
-104
-2% -$6.66K 0.01% 614
2025
Q3 		$407K Buy
+6,424
New +$397K 0.02% 587

Other funds holding JMEE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of New York Mellon
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Krilogy Financial's JMEE Position: Q2 2026 in Review

Krilogy Financial reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 3.3% in Q2 2026, selling an estimated $15K and leaving 5,969 shares worth $466K. The position accounts for 0.01% of the portfolio, ranked #664.

Krilogy Financial first reported a position in JMEE in Q3 2025 and has held it in 4 quarters since. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

  • Krilogy Financial held 5,969 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $466K as of Q2 2026.
  • Krilogy Financial sold 204 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $15K.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #664 holding.
  • Krilogy Financial first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.