Total Wealth Planning LLC Purchases New Stake in JPMorgan Market Expansion Enhanced Equity ETF (NYSEARCA:JMEE)

Total Wealth Planning LLC acquired a new position in shares of JPMorgan Market Expansion Enhanced Equity ETF (NYSEARCA:JMEE) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 335,511 shares of the company’s stock, valued at approximately $20,288,000. JPMorgan Market Expansion Enhanced Equity ETF comprises 3.2% of Total Wealth Planning LLC’s portfolio, making the stock its 10th largest holding. Total Wealth Planning LLC owned 1.79% of JPMorgan Market Expansion Enhanced Equity ETF at the end of the most recent quarter.

A number of other institutional investors also recently made changes to their positions in the company. Modus Advisors LLC acquired a new position in JPMorgan Market Expansion Enhanced Equity ETF in the 3rd quarter valued at $202,000. Ascent Group LLC acquired a new position in shares of JPMorgan Market Expansion Enhanced Equity ETF in the second quarter valued at about $221,000. Breakwater Capital Group increased its position in JPMorgan Market Expansion Enhanced Equity ETF by 6.0% during the fourth quarter. Breakwater Capital Group now owns 4,002 shares of the company’s stock worth $242,000 after acquiring an additional 225 shares during the period. Dynamic Advisor Solutions LLC grew its position in shares of JPMorgan Market Expansion Enhanced Equity ETF by 10.9% during the 3rd quarter. Dynamic Advisor Solutions LLC now owns 4,541 shares of the company’s stock worth $277,000 after purchasing an additional 445 shares in the last quarter. Finally, Cornerstone Wealth Management LLC increased its holdings in shares of JPMorgan Market Expansion Enhanced Equity ETF by 27.5% during the third quarter. Cornerstone Wealth Management LLC now owns 5,268 shares of the company’s stock worth $321,000 after purchasing an additional 1,135 shares during the period.

JPMorgan Market Expansion Enhanced Equity ETF Trading Up 0.5 %

Shares of JMEE stock opened at $62.31 on Friday. The stock has a market cap of $1.17 billion, a P/E ratio of 15.13 and a beta of 1.07. JPMorgan Market Expansion Enhanced Equity ETF has a 1 year low of $51.51 and a 1 year high of $66.89. The stock has a 50 day simple moving average of $63.06 and a 200 day simple moving average of $60.69.

JPMorgan Market Expansion Enhanced Equity ETF 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.