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 Q3	$47.2M	Buy	641,438 +8,347	+1%	+$639K	3.63%	8
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

CFS

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

LPT

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

PGFG

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Syntegra Private Wealth Group's JMEE Position: Q3 2026 in Review

Syntegra Private Wealth Group increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 1.3% in Q3 2026, buying an estimated $639K and bringing the position to 641,438 shares worth $47.2M. The position accounts for 3.63% of the portfolio, ranked #8.

Syntegra Private Wealth Group first reported a position in JMEE in Q3 2024 and has held it in 9 quarters since. The position peaked at $52M in Q3 2025. 25 funds tracked by Wall St. Rank hold JMEE as of Q3 2026.

Syntegra Private Wealth Group held 641,438 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $47.2M as of Q3 2026.
Syntegra Private Wealth Group bought 8,347 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q3 2026, an estimated $639K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up 3.63% of Syntegra Private Wealth Group's portfolio in Q3 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 9 quarters since.
Syntegra Private Wealth Group's JPMorgan Small & Mid Cap Enhanced Equity ETF position peaked at $52M in Q3 2025.
25 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q3 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q3 2026, filed 13 Oct 2026.