WealthPlan Investment Management LLC Boosts Stake in JPMorgan Small & Mid Cap Enhanced Equity ETF $JMEE

WealthPlan Investment Management LLC lifted its holdings in shares of JPMorgan Small & Mid Cap Enhanced Equity ETF (NYSEARCA:JMEE) by 455.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 65,926 shares of the company’s stock after buying an additional 54,050 shares during the period. WealthPlan Investment Management LLC owned approximately 0.20% of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $4,182,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of JMEE. Summit Wealth Partners LLC lifted its stake in JPMorgan Small & Mid Cap Enhanced Equity ETF by 1.6% during the 3rd quarter. Summit Wealth Partners LLC now owns 11,990 shares of the company’s stock valued at $761,000 after acquiring an additional 189 shares during the period. Daymark Wealth Partners LLC raised its holdings in shares of JPMorgan Small & Mid Cap Enhanced Equity ETF by 1.9% during the second quarter. Daymark Wealth Partners LLC now owns 14,711 shares of the company’s stock valued at $871,000 after purchasing an additional 272 shares during the last quarter. Stone House Investment Management LLC lifted its position in JPMorgan Small & Mid Cap Enhanced Equity ETF by 9.3% during the third quarter. Stone House Investment Management LLC now owns 3,549 shares of the company’s stock valued at $225,000 after purchasing an additional 303 shares during the period. Banco de Sabadell S.A purchased a new stake in JPMorgan Small & Mid Cap Enhanced Equity ETF in the second quarter worth approximately $31,000. Finally, Fermata Advisors LLC grew its position in JPMorgan Small & Mid Cap Enhanced Equity ETF by 2.6% in the 3rd quarter. Fermata Advisors LLC now owns 21,851 shares of the company’s stock worth $1,386,000 after purchasing an additional 554 shares during the period.

JPMorgan Small & Mid Cap Enhanced Equity ETF Price Performance

JMEE stock opened at $67.62 on Wednesday. The company has a market cap of $2.22 billion, a P/E ratio of 17.83 and a beta of 1.09. JPMorgan Small & Mid Cap Enhanced Equity ETF has a 1 year low of $48.18 and a 1 year high of $67.87. The stock’s fifty day moving average price is $64.80 and its 200-day moving average price is $63.11.

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.