JMEE - ETF AI Analysis
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JPMorgan Market Expansion Enhanced Equity ETF (JMEE)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and in recent months, indicating positive momentum.
Broad Sector Diversification
Holdings are spread across many sectors, including industrials, financials, technology, and consumer-related areas, which helps reduce the impact of weakness in any single industry.
Solid Top Holdings Performance
Most of the largest positions, such as United Therapeutics, Curtiss-Wright, Woodward, and others, have delivered strong year-to-date results that support the fund’s overall returns.
Negative Factors
Heavy U.S. Concentration
With almost all assets invested in U.S. companies, the fund offers little geographic diversification and is highly tied to the U.S. market.
Sector Tilts Toward Industrials and Financials
A relatively large share in industrial and financial stocks means the ETF could be more affected if these sectors face a downturn.
Moderate Expense Ratio
While not especially high, the fund’s ongoing fee still slightly reduces investor returns over time compared with very low-cost index ETFs.
JMEE vs. SPDR S&P 500 ETF (SPY)
AUM2.65B
RegionNorth America
Expense Ratio0.24%
Beta0.93
IssuerJPMorgan
Inception DateMay 06, 2022
Dividend Yield0.99%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume142,612
30 Day Avg. Volume175,072
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
82.99Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering658
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
JMEE Summary
JMEE is the JPMorgan Market Expansion Enhanced Equity ETF, focused on the “extended market,” meaning mostly mid-size and smaller U.S. companies rather than the biggest household-name stocks. It doesn’t track a set index, but instead uses JPMorgan’s research to pick a wide mix of stocks across many sectors, including industrials, financials, and technology. Well-known holdings include Twilio and Flex. An investor might choose JMEE to seek extra growth and diversification beyond large-cap funds. A key risk is that mid- and small-cap stocks can be more volatile, so the ETF’s value can rise and fall more sharply than the overall market.
How much will it cost me?The expense ratio for the JPMorgan Market Expansion Enhanced Equity ETF (JMEE) is 0.24%, which means you’ll pay $2.40 per year for every $1,000 invested. This is lower than average for actively managed ETFs, as it uses JPMorgan's strategies to enhance returns while keeping costs relatively low.
What would affect this ETF?JMEE's focus on U.S. mid-cap and small-cap companies could benefit from economic growth and innovation in sectors like technology and industrials, which are key areas of exposure for the ETF. However, it may face challenges during periods of economic uncertainty or rising interest rates, which can negatively impact smaller companies and sectors like real estate and consumer cyclical. Regulatory changes or shifts in market sentiment could also influence the performance of its top holdings.
JMEE Top 10 Holdings
JMEE’s story is all about U.S. mid- and small-cap names, with industrials and tech quietly steering the ship. MasTec, Fabrinet, Flex, and nVent Electric have been rising smartly, giving the fund a solid boost as demand for infrastructure, electronics, and automation stays strong. TechnipFMC adds extra fuel from the energy side, while United Therapeutics and Woodward provide steadier, more defensive growth. Twilio is more of a mixed bag, helping sentiment but not yet firing on all cylinders, so no single stock or sector completely dominates performance.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ― | 3.37% | $88.50M | ― | ― | ― | |
| TechnipFMC | 0.74% | $19.45M | $29.91B | 161.56% | 80 Outperform | |
| United Therapeutics | 0.74% | $19.45M | $24.86B | 90.88% | 79 Outperform | |
| Curtiss-Wright | 0.72% | $18.81M | $26.48B | 111.86% | 74 Outperform | |
| nVent Electric | 0.72% | $18.80M | $22.99B | 159.73% | 76 Outperform | |
| Fabrinet | 0.70% | $18.35M | $25.80B | 237.27% | 78 Outperform | |
| MasTec | 0.69% | $18.25M | $29.65B | 205.85% | 74 Outperform | |
| Woodward | 0.65% | $17.07M | $21.76B | 102.06% | 79 Outperform | |
| Flex | 0.61% | $16.03M | $33.61B | 156.71% | 74 Outperform | |
| Twilio | 0.53% | $13.89M | $21.79B | 49.03% | 70 Neutral |
JMEE Technical Analysis
Positive
―
Price Trends
69.15
Positive
68.30
Positive
65.18
Positive
Market Momentum
1.13
Positive
63.29
Neutral
72.56
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JMEE, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 71.46, equal to the 50-day MA of 69.15, and equal to the 200-day MA of 65.18, indicating a bullish trend. The MACD of 1.13 indicates Positive momentum. The RSI at 63.29 is Neutral, neither overbought nor oversold. The STOCH value of 72.56 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JMEE.
JMEE Peer Comparison
Comparison Results
Performance Comparison
JMEE
JPMorgan Market Expansion Enhanced Equity ETF
72.55
17.43
31.62%
SPYI
NEOS S&P 500 High Income ETF
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―
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DIVO
Amplify CWP Enhanced Dividend Income ETF
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CGMM
Capital Group U.S. Small and Mid Cap ETF
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TMSL
T. Rowe Price Small-Mid Cap ETF
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SMIG
AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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