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
Q3 		$437K Sell
5,863
-106
-2% -$8.12K 0.01% 710
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

SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Krilogy Financial's JMEE Position: Q3 2026 in Review

Krilogy Financial reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 1.8% in Q3 2026, selling an estimated $8.12K and leaving 5,863 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #710.

Krilogy Financial first reported a position in JMEE in Q3 2025 and has held it in 5 quarters since. The position peaked at $466K in Q2 2026. 19 funds tracked by Wall St. Rank hold JMEE as of Q3 2026.

  • Krilogy Financial held 5,863 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $437K as of Q3 2026.
  • Krilogy Financial sold 106 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q3 2026, an estimated $8.12K.
  • JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #710 holding.
  • Krilogy Financial first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q3 2025 and has held it in 5 quarters since.
  • Krilogy Financial's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $466K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.