JPMorgan Small & Mid Cap Enhanced Equity ETF $JMEE Shares Acquired by Meridian Financial Partners LLC

Meridian Financial Partners LLC lifted its holdings in JPMorgan Small & Mid Cap Enhanced Equity ETF (NYSEARCA:JMEE) by 7.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 326,779 shares of the company’s stock after purchasing an additional 21,794 shares during the period. JPMorgan Small & Mid Cap Enhanced Equity ETF accounts for about 8.9% of Meridian Financial Partners LLC’s investment portfolio, making the stock its 3rd biggest holding. Meridian Financial Partners LLC owned approximately 0.98% of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $22,515,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of the business. Crestwood Advisors Group LLC raised its holdings in JPMorgan Small & Mid Cap Enhanced Equity ETF by 6.3% in the 4th quarter. Crestwood Advisors Group LLC now owns 994,466 shares of the company’s stock worth $64,024,000 after acquiring an additional 58,599 shares during the period. CWM LLC raised its holdings in JPMorgan Small & Mid Cap Enhanced Equity ETF by 121.6% in the 4th quarter. CWM LLC now owns 958,735 shares of the company’s stock worth $61,723,000 after acquiring an additional 526,040 shares during the period. Raymond James Financial Inc. raised its holdings in JPMorgan Small & Mid Cap Enhanced Equity ETF by 9.9% in the 3rd quarter. Raymond James Financial Inc. now owns 449,211 shares of the company’s stock worth $28,493,000 after acquiring an additional 40,452 shares during the period. Wagner Wealth Management LLC raised its holdings in JPMorgan Small & Mid Cap Enhanced Equity ETF by 5.2% in the 4th quarter. Wagner Wealth Management LLC now owns 412,867 shares of the company’s stock worth $26,580,000 after acquiring an additional 20,246 shares during the period. Finally, CGC Financial Services LLC raised its holdings in JPMorgan Small & Mid Cap Enhanced Equity ETF by 1.9% in the 4th quarter. CGC Financial Services LLC now owns 342,326 shares of the company’s stock worth $22,039,000 after acquiring an additional 6,543 shares during the period.

JPMorgan Small & Mid Cap Enhanced Equity ETF Price Performance

Shares of JMEE opened at $73.15 on Friday. The company has a market capitalization of $2.66 billion, a PE ratio of 17.83 and a beta of 1.05. JPMorgan Small & Mid Cap Enhanced Equity ETF has a one year low of $55.91 and a one year high of $74.86. The company’s fifty day moving average price is $69.52 and its 200 day moving average price is $67.50.

About JPMorgan Small & Mid Cap Enhanced Equity ETF

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.