Summary
JMEE Chart
JMEE: Actively Managed ETF In Line With Its Objective
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.
JPMorgan Small & Mid Cap Enhanced Equity ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 1,735 | $100,043.4 | $133,039.8 | $32,996.4 | 32.98% |
| BS Barrett Schultz Ashton Thomas Securities LLC | 53,881 | $3.27M | $4.13M | $862,121.28 | 26.37% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 139 | $8,508.34 | $10,603.61 | $2,095.27 | 24.63% |
 PAX Financial Group PAX Financial Group LLC | 13,486 | $839,837.27 | $1.03M | $188,267.94 | 22.42% |
| RZ Richard Zito Flynn Zito Capital Management LLC | 86,249 | $5.07M | $6.58M | $1.51M | 29.79% |
JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has JPMorgan Small & Mid Cap Enhanced Equity ETF ever had a stock split?
JPMorgan Small & Mid Cap Enhanced Equity ETF Profile
| ARCA Exchange | US Country |
Overview
The described company operates as an investment fund that primarily focuses on investing in stocks of small- and mid-capitalization companies, as indicated by a specific index it follows. The fund commits to allocating at least 80% of its assets towards the stocks within this index, ensuring a targeted investment strategy that leans towards the growth potential of small and mid-cap companies. To optimize its investment approach, the fund may engage in the use of futures contracts. These financial instruments can be utilized for various purposes including gaining or reducing exposure to the index, maintaining liquidity within the fund, and minimizing transaction costs associated with its trading activities. This strategic use of futures contracts indicates a proactive approach to investment management, aiming to enhance returns while managing risk and operational expenses.
Products and Services
- Small and Mid-Cap Stock Investments
This service underscores the fund's core investment strategy, which involves dedicating a significant portion of its assets towards the stocks of small and mid-capitalization companies. Such companies are included within a specific index that the fund tracks, aiming to capture the growth potential and financial gains associated with these market segments.
- Use of Futures Contracts
To optimize its investment performance and operational efficiency, the fund engages in the use of futures contracts. This derivative tool allows the fund to adjust its exposure to the underlying index swiftly, without the need for direct transactions in the stocks themselves. Futures can help in maintaining liquidity, a crucial aspect for any fund, while also aiding in reducing transaction costs that can erode investment returns. This approach reflects a sophisticated investment strategy designed to maximize the fund's performance and cost-effectiveness.
