WealthPLAN Partners LLC Raises Holdings in JPMorgan Small & Mid Cap Enhanced Equity ETF $JMEE

WealthPLAN Partners LLC increased its position in JPMorgan Small & Mid Cap Enhanced Equity ETF (NYSEARCA:JMEE) by 357.0% in the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 16,280 shares of the company’s stock after acquiring an additional 12,718 shares during the quarter. WealthPLAN Partners LLC’s holdings in JPMorgan Small & Mid Cap Enhanced Equity ETF were worth $1,087,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in JMEE. CWM LLC boosted its position in JPMorgan Small & Mid Cap Enhanced Equity ETF by 121.6% during the fourth quarter. CWM LLC now owns 958,735 shares of the company’s stock worth $61,723,000 after purchasing an additional 526,040 shares during the period. SHP Wealth Management bought a new position in JPMorgan Small & Mid Cap Enhanced Equity ETF in the 4th quarter worth approximately $20,520,000. Retirement Management Systems Inc. purchased a new position in JPMorgan Small & Mid Cap Enhanced Equity ETF in the 4th quarter valued at approximately $9,413,000. LPL Financial LLC raised its holdings in JPMorgan Small & Mid Cap Enhanced Equity ETF by 7.3% during the 4th quarter. LPL Financial LLC now owns 1,950,272 shares of the company’s stock valued at $125,558,000 after acquiring an additional 133,225 shares during the period. Finally, Macco Financial Group Inc. bought a new stake in JPMorgan Small & Mid Cap Enhanced Equity ETF during the 4th quarter valued at $8,387,000.

JPMorgan Small & Mid Cap Enhanced Equity ETF Price Performance

JPMorgan Small & Mid Cap Enhanced Equity ETF stock opened at $76.28 on Wednesday. JPMorgan Small & Mid Cap Enhanced Equity ETF has a one year low of $58.33 and a one year high of $78.23. The business has a fifty day moving average price of $74.72 and a 200-day moving average price of $70.51. The firm has a market capitalization of $2.82 billion, a P/E ratio of 17.83 and a beta of 1.02.

JPMorgan Small & Mid Cap Enhanced Equity ETF Company Profile

The JPMorgan Market Expansion Enhanced Equity ETF (JMEE) is an exchange-traded fund that is based on the S&P 1000 index. The fund is an actively managed portfolio of small- and mid-cap US stocks and REITs. The fund uses a proprietary selection and weighting criteria, aiming to modestly outperform the total return of the S&P 1000 Index. JMEE was launched on May 6, 2022 and is managed by JPMorgan Chase.