(JMEE) JPMorgan Market Expansion - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US46641Q1186 • Small Blend
JMEE: Stocks, Futures, Small-Cap, Mid-Cap
The JPMorgan Market Expansion Enhanced Equity ETF (JMEE) is designed to provide targeted exposure to small- and mid-capitalization companies, blending growth and value characteristics. Under normal market conditions, the fund allocates at least 80% of its assets to stocks included in its underlying index, which focuses on these smaller-cap firms.
As part of JPMorgans Market Expansion series, JMEE aims to capture the growth potential of smaller companies while managing risks associated with this segment. The fund trades under the ticker JMEE on the NYSE ARCA and falls under the Small Blend ETF category, indicating its balanced approach to small-cap investing.
With assets under management (AUM) of $1.8 billion, JMEE offers a cost-effective and efficient way to access the small-cap market. The fund employs futures contracts to optimize its exposure to the underlying index, enhance liquidity, and reduce transaction costs, ensuring a more seamless investment experience for its shareholders.
Additional Sources for JMEE ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
JMEE ETF Overview
| Market Cap in USD | 1,550m |
| Category | Small Blend |
| TER | 0.24% |
| IPO / Inception | 1998-07-31 |
JMEE ETF Ratings
| Growth Rating | 36.2 |
| Fundamental | - |
| Dividend Rating | 1.0 |
| Rel. Strength | -10.8 |
| Analysts | - |
| Fair Price Momentum | 46.05 USD |
| Fair Price DCF | - |
JMEE Dividends
| Dividend Yield 12m | 1.02% |
| Yield on Cost 5y | 1.29% |
| Annual Growth 5y | -42.67% |
| Payout Consistency | 75.9% |
JMEE Growth Ratios
| Growth Correlation 3m | -92.7% |
| Growth Correlation 12m | 24.4% |
| Growth Correlation 5y | 88.8% |
| CAGR 5y | 6.85% |
| CAGR/Max DD 5y | 0.27 |
| Sharpe Ratio 12m | -0.57 |
| Alpha | -11.59 |
| Beta | 0.958 |
| Volatility | 34.75% |
| Current Volume | 166.7k |
| Average Volume 20d | 215.7k |
As of April 25, 2025, the stock is trading at USD 54.06 with a total of 166,697 shares traded.
Over the past week, the price has changed by +3.27%, over one month by -6.26%, over three months by -14.42% and over the past year by -2.27%.
Partly, yes. Based on ValueRay Analyses, JPMorgan Market Expansion (NYSE ARCA:JMEE) is currently (April 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 36.23 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 April 2025 is 46.05. This means that JMEE is currently overvalued and has a potential downside of -14.82%.
JPMorgan Market Expansion has no consensus analysts rating.
According to ValueRays Forecast Model, JMEE JPMorgan Market Expansion will be worth about 51.7 in April 2026. The stock is currently trading at 54.06. This means that the stock has a potential downside of -4.33%.
| Issuer | Forecast | Upside |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 51.7 | -4.3% |