Syntegra Private Wealth Group’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Syntegra Private Wealth 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	$49.4M	Buy	633,091 +16,014	+3%	+$1.17M	3.83%	8
2026 Q1	$41.2M	Sell	617,077 -1,894	-0.3%	-$129K	3.91%	7
2025 Q4	$39.8M	Sell	618,971 -200,378	-24%	-$12.8M	3.66%	8
2025 Q3	$52M	Buy	819,349 +19,366	+2%	+$1.2M	4.9%	6
2025 Q2	$47.4M	Buy	799,983 +44,133	+6%	+$2.47M	4.83%	6
2025 Q1	$42.3M	Sell	755,850 -64,154	-8%	-$3.83M	4.95%	7
2024 Q4	$49.6M	Buy	820,004 +19,327	+2%	+$1.21M	5.6%	6
2024 Q3	$48.8M	Buy	+800,677	New	+$47M	5.64%	6

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Syntegra Private Wealth Group's JMEE Position: Q2 2026 in Review

Syntegra Private Wealth Group increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 2.6% in Q2 2026, buying an estimated $1.17M and bringing the position to 633,091 shares worth $49.4M. The position accounts for 3.83% of the portfolio, ranked #8.

Syntegra Private Wealth Group first reported a position in JMEE in Q3 2024 and has held it in 8 quarters since. The position peaked at $52M in Q3 2025. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Syntegra Private Wealth Group held 633,091 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $49.4M as of Q2 2026.
Syntegra Private Wealth Group bought 16,014 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $1.17M.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 3.83% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #8 holding.
Syntegra Private Wealth Group first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q3 2024 and has held it in 8 quarters since.
Syntegra Private Wealth Group's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $52M in Q3 2025.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.