JPMorgan Small & Mid Cap Enhanced Equity ETF $JMEE Shares Acquired by WealthPlan Investment Management LLC

WealthPlan Investment Management LLC lifted its holdings in JPMorgan Small & Mid Cap Enhanced Equity ETF (NYSEARCA:JMEE) by 7.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 241,121 shares of the company’s stock after purchasing an additional 16,716 shares during the quarter. WealthPlan Investment Management LLC’s holdings in JPMorgan Small & Mid Cap Enhanced Equity ETF were worth $17,742,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in JMEE. Cetera Investment Advisers lifted its position in JPMorgan Small & Mid Cap Enhanced Equity ETF by 3.1% during the 1st quarter. Cetera Investment Advisers now owns 680,755 shares of the company’s stock worth $45,454,000 after buying an additional 20,481 shares in the last quarter. Bank of New York Mellon Corp grew its holdings in shares of JPMorgan Small & Mid Cap Enhanced Equity ETF by 53.3% in the 1st quarter. Bank of New York Mellon Corp now owns 562,789 shares of the company’s stock valued at $37,577,000 after acquiring an additional 195,694 shares in the last quarter. Wagner Wealth Management LLC grew its holdings in shares of JPMorgan Small & Mid Cap Enhanced Equity ETF by 4.5% in the 1st quarter. Wagner Wealth Management LLC now owns 431,428 shares of the company’s stock valued at $28,806,000 after acquiring an additional 18,561 shares in the last quarter. Arkadios Wealth Advisors acquired a new stake in shares of JPMorgan Small & Mid Cap Enhanced Equity ETF in the first quarter valued at about $27,215,000. Finally, SHP Wealth Management acquired a new stake in shares of JPMorgan Small & Mid Cap Enhanced Equity ETF in the fourth quarter valued at about $20,520,000.

JPMorgan Small & Mid Cap Enhanced Equity ETF Trading Up 0.3%

Shares of NYSEARCA:JMEE traded up $0.21 during trading on Thursday, hitting $73.69. 86,541 shares of the company were exchanged, compared to its average volume of 134,307. JPMorgan Small & Mid Cap Enhanced Equity ETF has a fifty-two week low of $60.74 and a fifty-two week high of $79.93. The stock has a market cap of $2.87 billion, a price-to-earnings ratio of 17.83 and a beta of 1.03. The firm has a fifty day moving average price of $76.14 and a two-hundred day moving average price of $74.75.

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.