WealthPLAN Partners LLC Makes New Investment in JPMorgan Small & Mid Cap Enhanced Equity ETF $JMEE

WealthPLAN Partners LLC bought a new position in JPMorgan Small & Mid Cap Enhanced Equity ETF (NYSEARCA:JMEE) during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 38,618 shares of the company’s stock, valued at approximately $2,842,000. WealthPLAN Partners LLC owned approximately 0.10% of JPMorgan Small & Mid Cap Enhanced Equity ETF at the end of the most recent quarter.

A number of other institutional investors have also recently modified their holdings of JMEE. WealthPlan Investment Management LLC grew its holdings in shares of JPMorgan Small & Mid Cap Enhanced Equity ETF by 7.4% during the third quarter. WealthPlan Investment Management LLC now owns 241,121 shares of the company’s stock valued at $17,742,000 after buying an additional 16,716 shares during the last quarter. HBW Advisory Services LLC increased its position in shares of JPMorgan Small & Mid Cap Enhanced Equity ETF by 15.3% during the third quarter. HBW Advisory Services LLC now owns 5,783 shares of the company’s stock valued at $426,000 after acquiring an additional 769 shares in the last quarter. Godsey & Gibb Inc. bought a new stake in shares of JPMorgan Small & Mid Cap Enhanced Equity ETF during the third quarter valued at approximately $51,000. Liberty Atlantic Advisors LLC purchased a new position in JPMorgan Small & Mid Cap Enhanced Equity ETF in the 3rd quarter worth approximately $227,000. Finally, Signal Advisors Wealth LLC raised its holdings in JPMorgan Small & Mid Cap Enhanced Equity ETF by 33.6% in the 3rd quarter. Signal Advisors Wealth LLC now owns 6,126 shares of the company’s stock worth $451,000 after acquiring an additional 1,541 shares during the last quarter.

JPMorgan Small & Mid Cap Enhanced Equity ETF Trading Up 0.5%

JMEE stock traded up $0.36 during midday trading on Thursday, hitting $73.84. The company’s stock had a trading volume of 96,120 shares, compared to its average volume of 134,366. The company has a market cap of $2.88 billion, a PE ratio of 17.83 and a beta of 1.03. JPMorgan Small & Mid Cap Enhanced Equity ETF has a 12 month low of $60.74 and a 12 month high of $79.93. The firm’s 50-day moving average is $76.14 and its 200-day moving average is $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.