Pine Grove Financial Group’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Pine Grove Financial Group’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	$4.16M	Sell	53,206 -374	-0.7%	-$27.4K	0.42%	53
2026 Q1	$3.6M	Buy	53,580 +2,012	+4%	+$137K	0.42%	51
2025 Q4	$3.32M	Buy	+51,568	New	+$3.3M	0.4%	50

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

Pine Grove Financial Group's JMEE Position: Q2 2026 in Review

Pine Grove Financial Group reduced its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 0.7% in Q2 2026, selling an estimated $27.4K and leaving 53,206 shares worth $4.16M. The position accounts for 0.42% of the portfolio, ranked #53.

Pine Grove Financial Group first reported a position in JMEE in Q4 2025 and has held it in 3 quarters since. 196 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Pine Grove Financial Group held 53,206 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $4.16M as of Q2 2026.
Pine Grove Financial Group sold 374 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $27.4K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.42% of Pine Grove Financial Group's portfolio in Q2 2026, its #53 holding.
Pine Grove Financial Group first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2025 and has held it in 3 quarters since.
196 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Pine Grove Financial Group's 13F filing for Q2 2026, filed 2 Sep 2026.