Total Wealth Planning LLC Sells 449,783 Shares of JPMorgan Small & Mid Cap Enhanced Equity ETF $JMEE

Total Wealth Planning LLC lessened its position in JPMorgan Small & Mid Cap Enhanced Equity ETF (NYSEARCA:JMEE) by 94.7% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 25,295 shares of the company’s stock after selling 449,783 shares during the period. JPMorgan Small & Mid Cap Enhanced Equity ETF makes up about 3.5% of Total Wealth Planning LLC’s investment portfolio, making the stock its 11th biggest holding. Total Wealth Planning LLC owned about 0.08% of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $1,629,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of JMEE. Asset Allocation Strategies LLC boosted its holdings in shares of JPMorgan Small & Mid Cap Enhanced Equity ETF by 8.5% in the fourth quarter. Asset Allocation Strategies LLC now owns 20,955 shares of the company’s stock valued at $1,349,000 after buying an additional 1,641 shares during the period. Jane Street Group LLC acquired a new stake in JPMorgan Small & Mid Cap Enhanced Equity ETF in the 4th quarter valued at $1,059,000. Orion Porfolio Solutions LLC acquired a new stake in JPMorgan Small & Mid Cap Enhanced Equity ETF in the 4th quarter valued at $261,000. Retirement Management Systems Inc. bought a new stake in JPMorgan Small & Mid Cap Enhanced Equity ETF during the fourth quarter worth $9,413,000. Finally, Commonwealth Equity Services LLC raised its position in JPMorgan Small & Mid Cap Enhanced Equity ETF by 3.0% during the fourth quarter. Commonwealth Equity Services LLC now owns 204,913 shares of the company’s stock worth $13,192,000 after acquiring an additional 5,953 shares in the last quarter.

JPMorgan Small & Mid Cap Enhanced Equity ETF Trading Up 0.8%

NYSEARCA JMEE opened at $76.46 on Friday. The firm has a market capitalization of $2.78 billion, a P/E ratio of 17.83 and a beta of 1.04. The firm’s fifty day moving average price is $72.58 and its two-hundred day moving average price is $69.08. JPMorgan Small & Mid Cap Enhanced Equity ETF has a 1 year low of $57.14 and a 1 year high of $76.87.

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.