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

Plan Group Financial’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	$6.04M	Buy	77,375 +16,545	+27%	+$1.21M	1.24%	25
2026 Q1	$4.06M	Buy	60,830 +29,590	+95%	+$2.01M	0.95%	31
2025 Q4	$2.01M	Buy	31,240 +10,318	+49%	+$660K	0.52%	62
2025 Q3	$1.33M	Buy	+20,922	New	+$1.29M	0.36%	80

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

Plan Group Financial's JMEE Position: Q2 2026 in Review

Plan Group Financial increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 27% in Q2 2026, buying an estimated $1.21M and bringing the position to 77,375 shares worth $6.04M. The position accounts for 1.24% of the portfolio, ranked #25.

Plan Group Financial first reported a position in JMEE in Q3 2025 and has held it in 4 quarters since. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Plan Group Financial held 77,375 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $6.04M as of Q2 2026.
Plan Group Financial bought 16,545 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $1.21M.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 1.24% of Plan Group Financial's portfolio in Q2 2026, its #25 holding.
Plan Group Financial first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q3 2025 and has held it in 4 quarters since.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.