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JMEE - ETF AI Analysis
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JPMorgan Market Expansion Enhanced Equity ETF (JMEE)
Rating:70Neutral
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown strong gains over the past three and twelve months, indicating positive recent momentum.
Broad Sector Diversification
Holdings are spread across many sectors such as industrials, financials, technology, and consumer-related areas, which helps reduce the impact of weakness in any single industry.
Growing Asset Base with Moderate Fees
The fund manages a sizable pool of assets with a relatively low expense ratio for an actively managed strategy, suggesting investor confidence while keeping ongoing costs reasonable.
Negative Factors
Heavy U.S. Concentration
With nearly all assets invested in U.S. companies, the ETF offers very limited geographic diversification and is highly tied to the U.S. market.
Small Individual Position Sizes
Top holdings each make up only a small slice of the portfolio, which can dilute the impact of its strongest-performing stocks on overall returns.
Mixed Performance Among Top Holdings
While several leading positions have delivered strong gains, a few key holdings have shown weaker or negative performance, which can drag on the fund’s overall results.
JMEE vs. SPDR S&P 500 ETF (SPY)
AUM2.22B
RegionNorth America
Expense Ratio0.24%
Beta0.94
IssuerJPMorgan
Inception DateMay 06, 2022
Dividend Yield1.05%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume78,292
30 Day Avg. Volume97,001
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
76.61Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering639
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,” mainly mid-size and smaller U.S. companies rather than the big household-name giants. It does not 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 companies like Ciena and United Therapeutics. Someone might invest in 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 and can go up and down more 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 leans heavily into U.S. mid- and small-cap industrials and tech, and that’s where much of the action is. Defense and aerospace name Curtiss-Wright, along with Woodward and infrastructure player MasTec, have been rising and quietly pulling the fund forward. On the tech side, optical and communications plays like Coherent and Ciena have also been climbing, giving the ETF a growth-tilted engine. Offsetting some of that strength, United Therapeutics and Lumentum have been more mixed lately, occasionally tapping the brakes on overall performance.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ― | 1.68% | $37.24M | ― | ― | ― | |
| Coherent Corp | 0.74% | $16.35M | $30.40B | 86.61% | 66 Neutral | |
| Ciena | 0.72% | $15.91M | $33.98B | 136.19% | 70 Outperform | |
| Curtiss-Wright | 0.69% | $15.39M | $23.98B | 73.11% | 74 Outperform | |
| United Therapeutics | 0.65% | $14.52M | $20.15B | 26.32% | 79 Outperform | |
| Woodward | 0.62% | $13.87M | $19.65B | 76.88% | 79 Outperform | |
| Lumentum Holdings | 0.60% | $13.33M | $25.30B | 261.07% | 61 Neutral | |
| nVent Electric | 0.59% | $13.13M | $17.73B | 49.42% | 76 Outperform | |
| MasTec | 0.53% | $11.70M | $18.96B | 53.20% | 74 Outperform | |
| Casey's General | 0.52% | $11.63M | $23.67B | 53.37% | 68 Neutral |
JMEE Technical Analysis
Positive
―
Price Trends
64.96
Positive
63.83
Positive
60.65
Positive
Market Momentum
1.04
Negative
67.58
Neutral
72.19
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 66.81, equal to the 50-day MA of 64.96, and equal to the 200-day MA of 60.65, indicating a bullish trend. The MACD of 1.04 indicates Negative momentum. The RSI at 67.58 is Neutral, neither overbought nor oversold. The STOCH value of 72.19 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
68.94
6.29
10.04%
AKRE
Akre Focus ETF
―
―
―
CGUS
Capital Group Core Equity ETF
―
―
―
TMSL
T. Rowe Price Small-Mid Cap ETF
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―
―
CGMM
Capital Group U.S. Small and Mid Cap ETF
―
―
―
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.
Disclaimer
This 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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