WealthPlan Investment Management LLC Increases Holdings in JPMorgan Small & Mid Cap Enhanced Equity ETF $JMEE

WealthPlan Investment Management LLC lifted its position in shares of JPMorgan Small & Mid Cap Enhanced Equity ETF (NYSEARCA:JMEEFree Report) by 58.8% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 104,671 shares of the company’s stock after buying an additional 38,745 shares during the period. WealthPlan Investment Management LLC owned about 0.31% of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $6,739,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Crestwood Advisors Group LLC raised its holdings in shares of JPMorgan Small & Mid Cap Enhanced Equity ETF by 8.8% during the 3rd quarter. Crestwood Advisors Group LLC now owns 935,867 shares of the company’s stock valued at $59,362,000 after buying an additional 75,929 shares in the last quarter. Verus Capital Partners LLC raised its holdings in shares of JPMorgan Small & Mid Cap Enhanced Equity ETF by 74.7% during the 3rd quarter. Verus Capital Partners LLC now owns 230,899 shares of the company’s stock valued at $14,646,000 after buying an additional 98,753 shares in the last quarter. SilverOak Wealth Management LLC purchased a new position in JPMorgan Small & Mid Cap Enhanced Equity ETF in the 4th quarter worth $1,283,000. Capital Advisors Wealth Management LLC lifted its stake in JPMorgan Small & Mid Cap Enhanced Equity ETF by 5.7% in the fourth quarter. Capital Advisors Wealth Management LLC now owns 213,965 shares of the company’s stock worth $13,775,000 after purchasing an additional 11,582 shares during the last quarter. Finally, United Advisor Group LLC lifted its stake in JPMorgan Small & Mid Cap Enhanced Equity ETF by 160.2% in the fourth quarter. United Advisor Group LLC now owns 13,416 shares of the company’s stock worth $864,000 after purchasing an additional 8,259 shares during the last quarter.

JPMorgan Small & Mid Cap Enhanced Equity ETF Stock Down 1.7%

NYSEARCA JMEE opened at $71.92 on Friday. The company has a 50-day simple moving average of $69.57 and a two-hundred day simple moving average of $67.53. JPMorgan Small & Mid Cap Enhanced Equity ETF has a 12-month low of $55.91 and a 12-month high of $74.86. The firm has a market cap of $2.61 billion, a price-to-earnings ratio of 17.83 and a beta of 1.05.

JPMorgan Small & Mid Cap Enhanced Equity ETF Company Profile

(Free Report)

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.

Read More

Institutional Ownership by Quarter for JPMorgan Small & Mid Cap Enhanced Equity ETF (NYSEARCA:JMEE)

Receive News & Ratings for JPMorgan Small & Mid Cap Enhanced Equity ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for JPMorgan Small & Mid Cap Enhanced Equity ETF and related companies with MarketBeat.com's FREE daily email newsletter.