Legacy Private Trust Co. Makes New Investment in JPMorgan Small & Mid Cap Enhanced Equity ETF $JMEE

Legacy Private Trust Co. purchased a new stake in shares of JPMorgan Small & Mid Cap Enhanced Equity ETF (NYSEARCA:JMEE) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 90,444 shares of the company’s stock, valued at approximately $6,655,000. Legacy Private Trust Co. owned 0.23% of JPMorgan Small & Mid Cap Enhanced Equity ETF as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also modified their holdings of the company. Breakwater Capital Group boosted its stake in JPMorgan Small & Mid Cap Enhanced Equity ETF by 5.0% during the 1st quarter. Breakwater Capital Group now owns 3,622 shares of the company’s stock valued at $242,000 after purchasing an additional 172 shares during the period. Heritage Wealth Management Inc. grew its holdings in JPMorgan Small & Mid Cap Enhanced Equity ETF by 2.4% in the 1st quarter. Heritage Wealth Management Inc. now owns 9,011 shares of the company’s stock worth $602,000 after buying an additional 208 shares in the last quarter. Luts & Greenleigh Group Inc. increased its position in JPMorgan Small & Mid Cap Enhanced Equity ETF by 4.7% in the 1st quarter. Luts & Greenleigh Group Inc. now owns 5,115 shares of the company’s stock valued at $342,000 after acquiring an additional 231 shares during the period. Ruggaard & Associates LLC raised its stake in JPMorgan Small & Mid Cap Enhanced Equity ETF by 1.1% during the 4th quarter. Ruggaard & Associates LLC now owns 28,591 shares of the company’s stock valued at $1,841,000 after acquiring an additional 310 shares in the last quarter. Finally, Harbor Asset Planning Inc. boosted its position in JPMorgan Small & Mid Cap Enhanced Equity ETF by 3.4% during the 1st quarter. Harbor Asset Planning Inc. now owns 9,776 shares of the company’s stock worth $653,000 after acquiring an additional 317 shares during the period.

JPMorgan Small & Mid Cap Enhanced Equity ETF Price Performance

Shares of JMEE traded up $0.25 during trading hours on Tuesday, reaching $75.64. 40,554 shares of the company’s stock traded hands, compared to its average volume of 134,508. JPMorgan Small & Mid Cap Enhanced Equity ETF has a twelve month low of $60.74 and a twelve month high of $79.93. The business’s fifty day simple moving average is $76.49 and its two-hundred day simple moving average is $74.35. The firm has a market capitalization of $2.94 billion, a price-to-earnings ratio of 17.83 and a beta of 1.03.

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.