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Capital Advisors Wealth Management LLC lifted its position in JPMorgan Small and Mid Cap Enhanced Equity ETF (NYSEARCA:JMEE) by 5.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 213,965 shares of the company's stock after purchasing
Crestwood Advisors Group LLC lifted its holdings in shares of JPMorgan Small and Mid Cap Enhanced Equity ETF (NYSEARCA:JMEE) by 8.8% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 935,867 shares of the company's stock after
Commonwealth Equity Services LLC lowered its position in JPMorgan Small and Mid Cap Enhanced Equity ETF (NYSEARCA:JMEE) by 5.7% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 198,960 shares of the company's stock after selling 12,020 shares during the period. Commonwealth
The JPMorgan Market Expansion Enhanced Equity ETF aims to outperform the S&P 1000 index and has achieved this. JMEE is well-diversified across sectors and holdings, and fundamentals show a tilt to growth without sacrificing value. Some mid-cap ETFs have outperformed JMEE, but a longer track record will be necessary to make a relative assessment.
It's the third in a quartet of mutual fund conversions.
JPMorgan Asset Management has converted an existing mutual fund offering exposure to the S&P 1000 into an ETF wrapper. The JPMorgan Market Expansion Enhanced Equity ETF (JMEE), incepted in 1998 as a mutual fund and garnered $938 million in assets under management, debuted in its new ETF wrapper on the NYSE on May 9.