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 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%	-$3.65K	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

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

Legacy Private Trust's JMEE Position: Q2 2026 in Review

Legacy Private Trust reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 3.2% in Q2 2026, selling an estimated $216K and leaving 90,326 shares worth $7.05M. The position accounts for 0.39% of the portfolio, ranked #55.

Legacy Private Trust 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.

Legacy Private Trust held 90,326 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $7.05M as of Q2 2026.
Legacy Private Trust sold 2,951 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $216K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.39% of Legacy Private Trust's portfolio in Q2 2026, its #55 holding.
Legacy Private Trust 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 Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.