WealthPlan Investment Management LLC Buys 38,745 Shares of JPMorgan Small & Mid Cap Enhanced Equity ETF $JMEE

WealthPlan Investment Management LLC increased its stake in shares of JPMorgan Small & Mid Cap Enhanced Equity ETF (NYSEARCA:JMEE) by 58.8% during the 4th quarter, Holdings Channel.com reports. The fund owned 104,671 shares of the company’s stock after purchasing an additional 38,745 shares during the quarter. WealthPlan Investment Management LLC’s holdings in JPMorgan Small & Mid Cap Enhanced Equity ETF were worth $6,739,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. PAX Financial Group LLC grew its position in JPMorgan Small & Mid Cap Enhanced Equity ETF by 5.3% during the 4th quarter. PAX Financial Group LLC now owns 9,438 shares of the company’s stock worth $608,000 after acquiring an additional 472 shares during the last quarter. Meridian Financial Partners LLC grew its position in JPMorgan Small & Mid Cap Enhanced Equity ETF by 7.1% during the 4th quarter. Meridian Financial Partners LLC now owns 326,779 shares of the company’s stock worth $22,515,000 after acquiring an additional 21,794 shares during the last quarter. Western Wealth Management LLC grew its position in JPMorgan Small & Mid Cap Enhanced Equity ETF by 4.5% during the 4th quarter. Western Wealth Management LLC now owns 11,167 shares of the company’s stock worth $719,000 after acquiring an additional 485 shares during the last quarter. CGC Financial Services LLC grew its position in JPMorgan Small & Mid Cap Enhanced Equity ETF by 1.9% during the 4th quarter. CGC Financial Services LLC now owns 342,326 shares of the company’s stock worth $22,039,000 after acquiring an additional 6,543 shares during the last quarter. Finally, MGO One Seven LLC grew its position in JPMorgan Small & Mid Cap Enhanced Equity ETF by 22.7% during the 4th quarter. MGO One Seven LLC now owns 9,805 shares of the company’s stock worth $631,000 after acquiring an additional 1,812 shares during the last quarter.

JPMorgan Small & Mid Cap Enhanced Equity ETF Price Performance

JMEE opened at $71.92 on Friday. The stock’s 50 day simple moving average is $69.57 and its 200 day simple moving average is $67.53. JPMorgan Small & Mid Cap Enhanced Equity ETF has a 1 year low of $55.91 and a 1 year 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

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.