Legacy Private Trust’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Legacy Private Trust’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	$6.65M	Buy	90,444 +118	+0.1%	+$9.04K	0.36%	57
2026 Q2	$7.05M	Sell	90,326 -2,951	-3%	-$216K	0.39%	55
2026 Q1	$6.23M	Buy	93,277 +1,692	+2%	+$115K	0.38%	56
2025 Q4	$5.9M	Buy	91,585 +2,481	+3%	+$159K	0.35%	57
2025 Q3	$5.65M	Sell	89,104 -59	-0.1%	-$3.64K	0.34%	58
2025 Q2	$5.28M	Buy	89,163 +71,979	+419%	+$4.03M	0.34%	57
2025 Q1	$962K	Buy	17,184 +6,830	+66%	+$408K	0.07%	155
2024 Q4	$626K	Buy	+10,354	New	+$649K	0.04%	170

Other funds holding JMEE

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

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

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

ARG

Advisory Resource Group Tulsa, Oklahoma $695M AUM 28.3% 1-Year Est. Return

Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return

Plan Group Financial Oklahoma City, Oklahoma $510M AUM 17.41% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

Legacy Private Trust's JMEE Position: Q3 2026 in Review

Legacy Private Trust increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 0.13% in Q3 2026, buying an estimated $9.04K and bringing the position to 90,444 shares worth $6.65M. The position accounts for 0.36% of the portfolio, ranked #57.

Legacy Private Trust first reported a position in JMEE in Q4 2024 and has held it in 8 quarters since. The position peaked at $7.05M in Q2 2026. 75 funds tracked by Wall St. Rank hold JMEE as of Q3 2026.

Legacy Private Trust held 90,444 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $6.65M as of Q3 2026.
Legacy Private Trust bought 118 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q3 2026, an estimated $9.04K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.36% of Legacy Private Trust's portfolio in Q3 2026, its #57 holding.
Legacy Private Trust first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2024 and has held it in 8 quarters since.
Legacy Private Trust's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $7.05M in Q2 2026.
75 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.