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JMEE - ETF AI Analysis
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JPMorgan Market Expansion Enhanced Equity ETF (JMEE)
Rating:66Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several top holdings, such as SanDisk Corp and Comfort Systems, have delivered strong year-to-date performance, supporting the ETF's overall returns.
Sector Diversification
The ETF is spread across multiple sectors, including Industrials, Financials, and Technology, reducing reliance on any single industry.
Low Expense Ratio
With a competitive expense ratio of 0.24%, this ETF offers cost-efficient exposure compared to many actively managed funds.
Negative Factors
High U.S. Concentration
The ETF has over 96% exposure to U.S. companies, limiting diversification across global markets.
Mixed Recent Performance
While the ETF has shown positive three-month and year-to-date performance, its one-month returns have been slightly negative, indicating short-term volatility.
Underperforming Holdings
Some holdings, like Exelixis, have lagged in year-to-date performance, which could drag on overall fund returns.
JMEE vs. SPDR S&P 500 ETF (SPY)
AUM2.11B
RegionNorth America
Expense Ratio0.24%
Beta0.96
IssuerJPMorgan
Inception DateMay 06, 2022
Dividend Yield0.88%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume67,177
30 Day Avg. Volume95,518
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
74.73Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering623
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
JMEE Summary
The JPMorgan Market Expansion Enhanced Equity ETF (JMEE) is a fund designed to give investors access to mid-sized and smaller companies that have strong growth potential. Unlike funds focused on large, established companies, JMEE targets businesses that are poised for expansion, offering a chance to diversify your investments. Some of the companies it includes are United Therapeutics and Pure Storage, which are leaders in their respective industries. This ETF could be a good choice for someone looking to diversify their portfolio and tap into the growth potential of smaller companies. However, new investors should know that mid-cap and small-cap stocks can be more volatile, meaning their prices may rise and fall more dramatically than larger companies.
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 portfolio is a dynamic mix of mid-cap and small-cap stocks, with a notable tilt toward industrials, financials, and technology sectors. SanDisk is the fund’s standout performer, riding strong earnings and technical momentum, while Lumentum Holdings also shines with robust growth prospects despite valuation concerns. On the other hand, Fabrinet has been lagging recently, with mixed technical signals holding it back. The fund’s U.S.-focused exposure and sector diversity provide balance, but its reliance on a few rising stars suggests performance could be uneven if these names lose steam.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ― | 2.85% | $60.00M | ― | ― | ― | |
| Coherent Corp | 1.03% | $21.80M | $28.57B | 78.80% | 66 Neutral | |
| Comfort Systems | 0.88% | $18.58M | $35.32B | 113.84% | 77 Outperform | |
| United Therapeutics | 0.84% | $17.68M | $21.07B | 30.66% | 79 Outperform | |
| nVent Electric | 0.60% | $12.62M | $17.38B | 42.68% | 76 Outperform | |
| Woodward | 0.60% | $12.57M | $18.17B | 66.06% | 79 Outperform | |
| Twilio | 0.55% | $11.67M | $19.30B | 18.08% | 70 Neutral | |
| MasTec | 0.50% | $10.48M | $17.32B | 64.86% | 74 Outperform | |
| Flex | 0.49% | $10.38M | $23.08B | 76.99% | 74 Outperform | |
| Lumentum Holdings | 0.48% | $10.14M | $23.50B | 281.47% | 61 Neutral |
JMEE Technical Analysis
Positive
―
Price Trends
63.50
Positive
62.75
Positive
59.77
Positive
Market Momentum
0.55
Negative
59.69
Neutral
87.00
Negative
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 63.65, equal to the 50-day MA of 63.50, and equal to the 200-day MA of 59.77, indicating a bullish trend. The MACD of 0.55 indicates Negative momentum. The RSI at 59.69 is Neutral, neither overbought nor oversold. The STOCH value of 87.00 is Negative, 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
65.08
0.70
1.09%
CGUS
Capital Group Core Equity ETF
―
―
―
QQQI
NEOS Nasdaq 100 High Income ETF
―
―
―
TMSL
T. Rowe Price Small-Mid Cap ETF
―
―
―
SMIG
AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF
―
―
―
CGMM
Capital Group U.S. Small and Mid Cap 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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