36,234 Shares in JPMorgan Small & Mid Cap Enhanced Equity ETF $JMEE Bought by Curry Webb Wealth Management LLC

Curry Webb Wealth Management LLC purchased a new position in JPMorgan Small & Mid Cap Enhanced Equity ETF (NYSEARCA:JMEE) in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 36,234 shares of the company’s stock, valued at approximately $2,419,000. JPMorgan Small & Mid Cap Enhanced Equity ETF comprises about 1.1% of Curry Webb Wealth Management LLC’s investment portfolio, making the stock its 22nd largest position. Curry Webb Wealth Management LLC owned approximately 0.10% of JPMorgan Small & Mid Cap Enhanced Equity ETF at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the business. NewEdge Advisors LLC increased its holdings in shares of JPMorgan Small & Mid Cap Enhanced Equity ETF by 164.0% in the first quarter. NewEdge Advisors LLC now owns 21,650 shares of the company’s stock worth $1,446,000 after buying an additional 13,450 shares during the period. Cozad Asset Management Inc. boosted its holdings in JPMorgan Small & Mid Cap Enhanced Equity ETF by 9.1% during the 1st quarter. Cozad Asset Management Inc. now owns 6,212 shares of the company’s stock valued at $415,000 after acquiring an additional 519 shares during the period. Verus Capital Partners LLC grew its position in JPMorgan Small & Mid Cap Enhanced Equity ETF by 5.8% during the 1st quarter. Verus Capital Partners LLC now owns 272,585 shares of the company’s stock worth $18,201,000 after acquiring an additional 14,846 shares during the last quarter. Arete Wealth Advisors LLC increased its stake in JPMorgan Small & Mid Cap Enhanced Equity ETF by 145.7% in the 1st quarter. Arete Wealth Advisors LLC now owns 23,066 shares of the company’s stock worth $1,537,000 after purchasing an additional 13,677 shares during the period. Finally, Western Wealth Management LLC increased its stake in JPMorgan Small & Mid Cap Enhanced Equity ETF by 3.2% in the 1st quarter. Western Wealth Management LLC now owns 11,522 shares of the company’s stock worth $769,000 after purchasing an additional 355 shares during the period.

JPMorgan Small & Mid Cap Enhanced Equity ETF Stock Performance

Shares of JMEE stock opened at $76.30 on Monday. JPMorgan Small & Mid Cap Enhanced Equity ETF has a fifty-two week low of $58.33 and a fifty-two week high of $78.23. The stock has a 50 day moving average price of $76.01 and a two-hundred day moving average price of $71.85. The company has a market capitalization of $2.87 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.