JPMorgan Small & Mid Cap Enhanced Equity ETF $JMEE Stock Purchased by WealthPlan Investment Management LLC

WealthPlan Investment Management LLC grew its holdings in JPMorgan Small & Mid Cap Enhanced Equity ETF (NYSEARCA:JMEE) by 7.4% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 241,121 shares of the company’s stock after purchasing an additional 16,716 shares during the quarter. WealthPlan Investment Management LLC owned about 0.62% of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $17,742,000 as of its most recent filing with the SEC.

Several other large investors also recently made changes to their positions in the business. Arkadios Wealth Advisors acquired a new position in JPMorgan Small & Mid Cap Enhanced Equity ETF during the 1st quarter valued at about $27,215,000. SHP Wealth Management bought a new stake in shares of JPMorgan Small & Mid Cap Enhanced Equity ETF during the 4th quarter valued at $20,520,000. Bank of New York Mellon Corp increased its holdings in JPMorgan Small & Mid Cap Enhanced Equity ETF by 53.3% in the first quarter. Bank of New York Mellon Corp now owns 562,789 shares of the company’s stock valued at $37,577,000 after purchasing an additional 195,694 shares during the last quarter. Macco Financial Group Inc. acquired a new position in JPMorgan Small & Mid Cap Enhanced Equity ETF in the fourth quarter valued at about $8,387,000. Finally, Integrated Wealth Concepts LLC bought a new position in JPMorgan Small & Mid Cap Enhanced Equity ETF during the second quarter worth about $8,594,000.

JPMorgan Small & Mid Cap Enhanced Equity ETF Price Performance

Shares of JPMorgan Small & Mid Cap Enhanced Equity ETF stock traded up $0.21 during trading on Thursday, hitting $73.69. 86,541 shares of the company were exchanged, compared to its average volume of 134,307. The firm has a market capitalization of $2.87 billion, a P/E ratio of 17.83 and a beta of 1.03. The firm’s fifty day moving average price is $76.14 and its 200 day moving average price is $74.75. JPMorgan Small & Mid Cap Enhanced Equity ETF has a 1-year low of $60.74 and a 1-year high of $79.93.

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.