Wells Trecaso Financial Group LLC Reduces Stock Holdings in JPMorgan Small & Mid Cap Enhanced Equity ETF $JMEE

Wells Trecaso Financial Group LLC reduced its position in shares of JPMorgan Small & Mid Cap Enhanced Equity ETF (NYSEARCA:JMEE) by 56.7% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 11,278 shares of the company’s stock after selling 14,786 shares during the quarter. Wells Trecaso Financial Group LLC’s holdings in JPMorgan Small & Mid Cap Enhanced Equity ETF were worth $715,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Royal Bank of Canada boosted its holdings in shares of JPMorgan Small & Mid Cap Enhanced Equity ETF by 16.7% in the first quarter. Royal Bank of Canada now owns 149,866 shares of the company’s stock worth $8,390,000 after buying an additional 21,434 shares during the last quarter. Ameritas Advisory Services LLC bought a new position in JPMorgan Small & Mid Cap Enhanced Equity ETF in the second quarter worth approximately $54,000. Leo Wealth LLC purchased a new position in shares of JPMorgan Small & Mid Cap Enhanced Equity ETF during the 2nd quarter worth $1,112,000. Concurrent Investment Advisors LLC boosted its stake in shares of JPMorgan Small & Mid Cap Enhanced Equity ETF by 59.3% during the 2nd quarter. Concurrent Investment Advisors LLC now owns 32,626 shares of the company’s stock worth $1,932,000 after acquiring an additional 12,144 shares during the last quarter. Finally, CWM LLC grew its position in shares of JPMorgan Small & Mid Cap Enhanced Equity ETF by 4.6% during the 2nd quarter. CWM LLC now owns 463,991 shares of the company’s stock valued at $27,473,000 after acquiring an additional 20,616 shares during the period.

JPMorgan Small & Mid Cap Enhanced Equity ETF Price Performance

NYSEARCA:JMEE opened at $69.55 on Friday. JPMorgan Small & Mid Cap Enhanced Equity ETF has a one year low of $48.18 and a one year high of $69.63. The business has a fifty day moving average price of $66.54 and a 200-day moving average price of $63.99. The firm has a market capitalization of $2.32 billion, a price-to-earnings ratio of 17.83 and a beta of 1.09.

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.