PortView
JPMorgan Small & Mid Cap Enhanced Equity (JMEE) ETF Holdings & Analysis
ETFOther
What JMEE does
Under typical market conditions, the fund dedicates a minimum of 80% of its total assets to the equity securities comprising its benchmark index. This index is specifically designed to track the shares of small and mid-sized companies. The fund also has the option to utilize futures contracts to either increase or decrease its market exposure, manage its cash flow needs, and reduce trading expenses.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| JPMORGAN PRIME MONEY | 3.68% | |
| TWILIO INC COMMON STOCK | 0.76% | |
| OKTA INC COMMON STOCK | 0.73% | |
| ILLUMINA INC COMMON | 0.73% | |
| TECHNIPFMC PLC COMMON | 0.68% | |
| NVENT ELECTRIC PLC | 0.64% | |
| UNITED THERAPEUTICS CORP | 0.63% | |
| HALOZYME THERAPEUTICS | 0.59% | |
| GUIDEWIRE SOFTWARE INC | 0.56% | |
| CURTISS-WRIGHT CORP | 0.55% |
Sector allocation
| Basic Materials | 4.63% |
| Communication Services | 1.83% |
| Consumer Cyclical | 12.20% |
| Consumer Defensive | 3.79% |
| Energy | 5.11% |
| Financial Services | 16.28% |
| Healthcare | 10.07% |
| Industrials | 20.37% |
| Real Estate | 7.92% |
| Technology | 15.74% |
| Utilities | 2.06% |
Geographic allocation
| United States | 93.27% |
| Other | 3.83% |
| United Kingdom | 0.74% |
| Bermuda | 0.65% |
| Ireland | 0.44% |
| Puerto Rico | 0.41% |
| Cayman Islands | 0.31% |
| Sweden | 0.14% |
| Switzerland | 0.13% |
| Bahamas | 0.09% |
PortView Portfolio Insights
PortView analyzes how JMEE fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
Analyze JMEE in PortView →Related securities
Related stocks
Frequently asked questions
- What does JMEE track?
- JMEE is the JPMorgan Small & Mid Cap Enhanced Equity ETF, a Other ETF.
- What is the expense ratio of JMEE?
- Expense ratio data for JMEE is shown on the page when available from our data provider.
- What are the largest holdings in JMEE?
- Top holdings include JPMORGAN PRIME MONEY, TWLO, OKTA, ILMN, FTI.
- How can PortView analyze JMEE overlap with other ETFs?
- PortView computes the holdings overlap between JMEE and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.