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

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

MFP

Meridian Financial Partners Warrenton, Virginia $293M AUM 29.12% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

RMS

Retirement Management Systems Leonardtown, Maryland $488M AUM

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 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. 58 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.
58 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.