PCG Wealth Advisors’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

PCG Wealth Advisors’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	$313K	Hold	4,008	–	–	0.07%	143
2026 Q1	$268K	Sell	4,008 -8,783	-69%	-$598K	0.07%	145
2025 Q4	$823K	Sell	12,791 -27,364	-68%	-$1.75M	0.23%	88
2025 Q3	$2.55M	Buy	+40,155	New	+$2.48M	0.74%	47
2025 Q2	–	Sell	-42,163	Closed	-$2.36M	–	118
2025 Q1	$2.36M	Sell	42,163 -4,031	-9%	-$241K	0.82%	41
2024 Q4	$2.79M	Buy	46,194 +2,091	+5%	+$131K	1.03%	34
2024 Q3	$2.69M	Buy	44,103 +3,751	+9%	+$220K	1.04%	33
2024 Q2	$2.29M	Buy	40,352 +7,205	+22%	+$408K	0.99%	35
2024 Q1	$1.94M	Buy	33,147 +7,561	+30%	+$413K	0.92%	38
2023 Q4	$1.37M	Buy	25,586 +4,442	+21%	+$219K	0.77%	43
2023 Q3	$1.02M	Buy	21,144 +9,379	+80%	+$474K	0.67%	38
2023 Q2	$590K	Buy	+11,765	New	+$559K	0.37%	57

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

PCG Wealth Advisors's JMEE Position: Q2 2026 in Review

PCG Wealth Advisors held its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) position steady in Q2 2026 at 4,008 shares worth $313K. The position accounts for 0.07% of the portfolio, ranked #143.

PCG Wealth Advisors first reported a position in JMEE in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.79M in Q4 2024. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

PCG Wealth Advisors held 4,008 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $313K as of Q2 2026.
PCG Wealth Advisors left its JPMorgan Small & Mid Cap Enhanced Equity ETF share count unchanged in Q2 2026.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.07% of PCG Wealth Advisors's portfolio in Q2 2026, its #143 holding.
PCG Wealth Advisors first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q2 2023 and has held it in 12 quarters since.
PCG Wealth Advisors's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $2.79M in Q4 2024.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.