(JMEE) JPMorgan Market Expansion - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US46641Q1186 • Small Blend
JMEE: Small-Cap Stocks, Mid-Cap Stocks, Futures Contracts
JPMorgan Market Expansion Enhanced Equity ETF (NYSE ARCA: JMEE) is designed to provide exposure to small- and mid-capitalization companies, offering a targeted approach to market expansion. Under normal market conditions, the fund allocates at least 80% of its assets to stocks included in its underlying index, which is specifically constructed to track the performance of smaller-cap equities. This focus allows investors to tap into the growth potential of companies that are typically more nimble and innovative compared to their larger counterparts. The fund also employs futures contracts to efficiently manage index exposure, optimize liquidity, and reduce transaction costs, ensuring a more streamlined investment process.
As of the latest data, JMEE has an average daily trading volume of 199,350 shares, with a last price of $54.31. Its short-term moving average (SMA 20) stands at $52.71, while the medium-term SMA 50 is $55.52, and the long-term SMA 200 is $59.44. The Average True Range (ATR) of $1.71 reflects moderate volatility. With assets under management (AUM) of $1.67 billion, JMEE represents a significant pool of capital invested in the small-cap equity space, indicating strong investor interest in this market segment.
3-Month Forecast: - Technical Outlook: The funds price action suggests a near-term recovery, as the last price ($54.31) is above the SMA 20 ($52.71) but below the SMA 50 ($55.52) and SMA 200 ($59.44). This indicates potential resistance at higher moving averages, with support likely forming near the SMA 20. The rising ATR ($1.71) signals increasing volatility, which may lead to wider price fluctuations in the coming months. - Fundamental Outlook: The AUM of $1.67 billion underscores strong investor demand for small-cap exposure, which could support the funds performance. However, broader market conditions and economic trends will play a critical role in shaping the funds trajectory. Small- and mid-cap companies are often more sensitive to economic shifts, making the next quarter pivotal for JMEEs returns.Additional Sources for JMEE ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
JMEE ETF Overview
Market Cap in USD | 1,670m |
Category | Small Blend |
TER | 0.24% |
IPO / Inception | 1998-07-31 |
JMEE ETF Ratings
Growth Rating | 36.3 |
Fundamental | - |
Dividend Rating | 1.0 |
Rel. Strength | -11.3 |
Analysts | - |
Fair Price Momentum | 46.88 USD |
Fair Price DCF | - |
JMEE Dividends
Dividend Yield 12m | 1.00% |
Yield on Cost 5y | 1.29% |
Annual Growth 5y | -42.67% |
Payout Consistency | 75.9% |
JMEE Growth Ratios
Growth Correlation 3m | -87.4% |
Growth Correlation 12m | 12.6% |
Growth Correlation 5y | 88.4% |
CAGR 5y | 7.98% |
CAGR/Max DD 5y | 0.31 |
Sharpe Ratio 12m | -0.50 |
Alpha | -12.47 |
Beta | 0.958 |
Volatility | 30.34% |
Current Volume | 97.5k |
Average Volume 20d | 181.6k |
As of May 03, 2025, the stock is trading at USD 55.87 with a total of 97,521 shares traded.
Over the past week, the price has changed by +3.39%, over one month by -2.03%, over three months by -9.52% and over the past year by +0.79%.
Partly, yes. Based on ValueRay Analyses, JPMorgan Market Expansion (NYSE ARCA:JMEE) is currently (May 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 36.28 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of JMEE as of May 2025 is 46.88. This means that JMEE is currently overvalued and has a potential downside of -16.09%.
JPMorgan Market Expansion has no consensus analysts rating.
According to ValueRays Forecast Model, JMEE JPMorgan Market Expansion will be worth about 54.5 in May 2026. The stock is currently trading at 55.87. This means that the stock has a potential downside of -2.54%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 54.5 | -2.5% |