Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
JPMorgan Market Expansion Enhanced Equity ETF (JMEE)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
10/24/2025: JMEE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 16.54% | Avg. Invested days 61 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.15 | 52 Weeks Range 48.18 - 66.26 | Updated Date 06/29/2025 |
52 Weeks Range 48.18 - 66.26 | Updated Date 06/29/2025 |
Upturn AI SWOT
JPMorgan Market Expansion Enhanced Equity ETF
ETF Overview
Overview
The JPMorgan Market Expansion Enhanced Equity ETF (NYSE Arca: JMEE) seeks to provide investment results that closely correspond to the performance of the JP Morgan Market Expansion Enhanced Index. The fund aims for enhanced returns compared to the broad market by focusing on companies exhibiting specific characteristics.
Reputation and Reliability
JPMorgan is a well-established and reputable financial institution with a long history in asset management.
Management Expertise
JPMorgan has a dedicated and experienced team managing ETFs, leveraging the firm's extensive research and investment capabilities.
Investment Objective
Goal
The fund aims to provide investment results that closely correspond to the performance of the JP Morgan Market Expansion Enhanced Index.
Investment Approach and Strategy
Strategy: The ETF tracks the JP Morgan Market Expansion Enhanced Index, which employs a rules-based methodology to select and weight stocks based on factors like value, momentum, and quality.
Composition The ETF primarily holds U.S. equity securities across various market capitalizations.
Market Position
Market Share: Market share data for JMEE is not readily available without access to specialized financial data platforms.
Total Net Assets (AUM): 248000000
Competitors
Key Competitors
- IVV
- SPY
- VOO
- SCHX
Competitive Landscape
The ETF market is highly competitive with many established players. JMEE's competitive advantage lies in its smart beta approach, aiming for enhanced returns. However, it faces stiff competition from larger, more liquid ETFs like SPY and IVV. JMEE's smaller AUM and lower liquidity might be a disadvantage.
Financial Performance
Historical Performance: Historical financial performance data is dynamic and depends on the reporting period. Please refer to the fund's fact sheet or financial data providers for specific numbers.
Benchmark Comparison: Benchmark comparisons should be made by referencing the JP Morgan Market Expansion Enhanced Index and available in fund reports.
Expense Ratio: 0.11
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, which may affect ease of entry or exit.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the ETF's moderate liquidity.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth, and market sentiment can all affect the performance of the companies held by JMEE.
Growth Trajectory
The ETF's growth is tied to the performance of its underlying index and investor demand for smart beta strategies.
Moat and Competitive Advantages
Competitive Edge
JMEE's competitive edge stems from its utilization of a proprietary index designed to outperform the broader market. The fund's strategy incorporates factors like value, momentum, and quality. This unique approach seeks to identify companies with strong potential for growth and superior returns. JPMorgan's established reputation and research capabilities further bolster the fund's appeal.
Risk Analysis
Volatility
The ETF's volatility is expected to be similar to the broader equity market, reflecting its diversified holdings.
Market Risk
The ETF is subject to market risk, including economic downturns and geopolitical events, which can negatively impact its performance.
Investor Profile
Ideal Investor Profile
JMEE is suitable for investors seeking enhanced equity market returns through a smart beta approach.
Market Risk
The ETF is best for long-term investors who understand the risks associated with equity investing and the potential for market fluctuations.
Summary
JPMorgan Market Expansion Enhanced Equity ETF offers a smart beta approach, aiming for enhanced returns compared to the broad market, using a rules-based methodology. It invests in U.S. equities and has a relatively low expense ratio. However, it faces stiff competition from larger ETFs and has a moderate trading volume. It is suitable for long-term investors seeking potentially higher returns with an understanding of market risks and the fund's unique investment strategy.
Peer Comparison
Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management
- ETF.com
- Morningstar
- YCharts
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be based on individual circumstances and consultation with a financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About JPMorgan Market Expansion Enhanced Equity ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund will hold at least 80% of its assets in stocks in the index. The index is an index which includes stocks of small- and mid-capitalization companies. The fund may use futures contracts to gain or reduce exposure to its index, maintain liquidity and minimize transaction costs.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.