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 Q3	$3.99M	Buy	54,261 +1,055	+2%	+$80.8K	0.39%	53
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

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

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

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

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

Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return

Pine Grove Financial Group's JMEE Position: Q3 2026 in Review

Pine Grove Financial Group increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 2% in Q3 2026, buying an estimated $80.8K and bringing the position to 54,261 shares worth $3.99M. The position accounts for 0.39% of the portfolio, ranked #53.

Pine Grove Financial Group first reported a position in JMEE in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.16M in Q2 2026. 51 funds tracked by Wall St. Rank hold JMEE as of Q3 2026.

Pine Grove Financial Group held 54,261 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $3.99M as of Q3 2026.
Pine Grove Financial Group bought 1,055 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q3 2026, an estimated $80.8K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 0.39% of Pine Grove Financial Group's portfolio in Q3 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 4 quarters since.
Pine Grove Financial Group's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $4.16M in Q2 2026.
51 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q3 2026.

Based on Pine Grove Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.