PCG Wealth Advisors LLC Lowers Stock Holdings in JPMorgan Small & Mid Cap Enhanced Equity ETF $JMEE

PCG Wealth Advisors LLC reduced its position in JPMorgan Small & Mid Cap Enhanced Equity ETF (NYSEARCA:JMEE) by 68.1% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 12,791 shares of the company’s stock after selling 27,364 shares during the quarter. PCG Wealth Advisors LLC’s holdings in JPMorgan Small & Mid Cap Enhanced Equity ETF were worth $823,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. CWM LLC grew its position in shares of JPMorgan Small & Mid Cap Enhanced Equity ETF by 121.6% during the 4th quarter. CWM LLC now owns 958,735 shares of the company’s stock valued at $61,723,000 after purchasing an additional 526,040 shares in the last quarter. Capital Developers LLC bought a new stake in JPMorgan Small & Mid Cap Enhanced Equity ETF during the fourth quarter valued at $7,177,000. Tcfg Wealth Management LLC bought a new stake in JPMorgan Small & Mid Cap Enhanced Equity ETF during the third quarter valued at $7,066,000. Verus Capital Partners LLC grew its position in JPMorgan Small & Mid Cap Enhanced Equity ETF by 74.7% during the third quarter. Verus Capital Partners LLC now owns 230,899 shares of the company’s stock worth $14,646,000 after buying an additional 98,753 shares in the last quarter. Finally, Crestwood Advisors Group LLC increased its stake in JPMorgan Small & Mid Cap Enhanced Equity ETF by 8.8% in the 3rd quarter. Crestwood Advisors Group LLC now owns 935,867 shares of the company’s stock worth $59,362,000 after acquiring an additional 75,929 shares during the last quarter.

JPMorgan Small & Mid Cap Enhanced Equity ETF Trading Up 0.6%

Shares of JMEE opened at $73.15 on Friday. The company has a market cap of $2.66 billion, a PE ratio of 17.83 and a beta of 1.05. The stock has a 50-day moving average price of $69.52 and a 200-day moving average price of $67.50. JPMorgan Small & Mid Cap Enhanced Equity ETF has a 12-month low of $55.91 and a 12-month high of $74.86.

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.