Integrated Wealth Concepts LLC Takes Position in JPMorgan Small & Mid Cap Enhanced Equity ETF $JMEE

Integrated Wealth Concepts LLC acquired a new position in shares of JPMorgan Small & Mid Cap Enhanced Equity ETF (NYSEARCA:JMEE) in the second quarter, according to its most recent 13F filing with the SEC. The institutional investor acquired 110,138 shares of the company’s stock, valued at approximately $8,594,000. Integrated Wealth Concepts LLC owned about 0.29% of JPMorgan Small & Mid Cap Enhanced Equity ETF as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Arkadios Wealth Advisors acquired a new position in JPMorgan Small & Mid Cap Enhanced Equity ETF in the first quarter valued at $27,215,000. SHP Wealth Management acquired a new stake in JPMorgan Small & Mid Cap Enhanced Equity ETF during the fourth quarter worth about $20,520,000. Bank of New York Mellon Corp raised its holdings in shares of JPMorgan Small & Mid Cap Enhanced Equity ETF by 53.3% in the 1st quarter. Bank of New York Mellon Corp now owns 562,789 shares of the company’s stock worth $37,577,000 after purchasing an additional 195,694 shares during the period. Retirement Management Systems Inc. purchased a new position in shares of JPMorgan Small & Mid Cap Enhanced Equity ETF in the 4th quarter worth about $9,413,000. Finally, LPL Financial LLC lifted its stake in shares of JPMorgan Small & Mid Cap Enhanced Equity ETF by 7.3% in the 4th quarter. LPL Financial LLC now owns 1,950,272 shares of the company’s stock valued at $125,558,000 after purchasing an additional 133,225 shares in the last quarter.

JPMorgan Small & Mid Cap Enhanced Equity ETF Price Performance

NYSEARCA JMEE opened at $75.03 on Friday. JPMorgan Small & Mid Cap Enhanced Equity ETF has a 1-year low of $60.74 and a 1-year high of $79.93. The firm has a market capitalization of $2.82 billion, a P/E ratio of 17.83 and a beta of 1.02. The business’s 50-day simple moving average is $77.13 and its 200-day simple moving average is $73.61.

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.