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JMEEJPMorgan Small & Mid Cap Enhanced Equity ETF

Grow my money#226 of 2944 for Grow my money

Seeks to correspond to or exceed the total return performance of the small- and mid-cap equity markets index.

JPMorgan · Since 1998 (27 years)

Annual Cost

0.24%

#983 out of 5,332 ETFs

Fund Size

$2.4B

#591 out of 5,332 ETFs

Dividend Yield

1.09%

Track Record

27 years

#49 out of 5,332 ETFs

Performance

1 Year

+35.8%

3 Years

+17.8%

5 Years

N/A

What's inside

Asset class
Strategy
index enhanced
Cap
smid

Asset allocation

Stocks
96.2%
Cash
3.8%

Sector breakdown

Industrials
21.4%
Financial Services
15.7%
Technology
13.9%
Consumer Cyclical
13.1%
Healthcare
9.3%
Real Estate
8.0%
Energy
5.9%
Basic Materials
4.9%
Other
7.8%

Top holdings

JPMorgan Prime Money Market IMJIMXX3.4%
United Therapeutics CorpUTHR0.8%
TechnipFMC PLCFTI0.7%
Curtiss-Wright CorpCW0.7%
Woodward IncWWD0.7%
nVent Electric PLCNVT0.6%
MasTec IncMTZ0.6%
Casey's General Stores IncCASY0.6%
FabrinetFN0.5%
RBC Bearings IncRBC0.5%

Risk profile

Volatility (1Y)

16.4%

Moderate

Max drawdown

-25.4%

Worst peak-to-trough loss

Sharpe (3Y)

0.80

Decent risk-adjusted returns

Sortino (3Y)

1.20

Good downside protection

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Data updated on 2026-05-05