1900 Wealth Management’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

1900 Wealth Management’s Portfolio JPME Stock Details JPME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.75M	Sell	46,317 -27	-0.1%	-$3.27K	0.32%	50
2026 Q1	$5.31M	Sell	46,344 -1,200	-3%	-$138K	0.34%	45
2025 Q4	$5.17M	Buy	47,544 +2	+0%	+$216	0.33%	45
2025 Q3	$5.16M	Buy	47,542 +2	+0%	+$213	0.35%	44
2025 Q2	$4.93M	Sell	47,540 -1,560	-3%	-$156K	0.37%	45
2025 Q1	$4.94M	Buy	49,100 +1,811	+4%	+$187K	0.41%	42
2024 Q4	$4.85M	Sell	47,289 -253	-0.5%	-$26.8K	0.41%	42
2024 Q3	$4.99M	Buy	47,542 +508	+1%	+$50.8K	0.43%	43
2024 Q2	$4.48M	Sell	47,034 -6,572	-12%	-$631K	0.42%	44
2024 Q1	$5.31M	Sell	53,606 -1,585	-3%	-$148K	0.48%	42
2023 Q4	$5.07M	Sell	55,191 -11,226	-17%	-$959K	0.47%	48
2023 Q3	$5.56M	Sell	66,417 -1,472	-2%	-$130K	0.55%	49
2023 Q2	$5.99M	Sell	67,889 -10,228	-13%	-$870K	0.62%	47
2023 Q1	$6.65M	Sell	78,117 -18,021	-19%	-$1.56M	0.71%	36
2022 Q4	$8.09M	Sell	96,138 -7,917	-8%	-$663K	0.88%	27
2022 Q3	$7.95M	Sell	104,055 -4,970	-5%	-$422K	0.93%	27
2022 Q2	$8.8M	Sell	109,025 -17,133	-14%	-$1.51M	0.96%	26
2022 Q1	$11.8M	Sell	126,158 -16,348	-11%	-$1.49M	1.12%	23
2021 Q4	$13.6M	Sell	142,506 -4,088	-3%	-$378K	1.23%	21
2021 Q3	$12.8M	Sell	146,594 -21,513	-13%	-$1.92M	1.24%	20
2021 Q2	$14.8M	Sell	168,107 -12,196	-7%	-$1.06M	1.41%	17
2021 Q1	$14.9M	Sell	180,303 -70,069	-28%	-$5.56M	1.13%	16
2020 Q4	$18.8M	Buy	+250,372	New	+$17.6M	2.2%	13

Other funds holding JPME

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

MWM

Manske Wealth Management Houston, Texas $403M AUM 27.32% 1-Year Est. Return

1900 Wealth Management's JPME Position: Q2 2026 in Review

1900 Wealth Management reduced its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 0.06% in Q2 2026, selling an estimated $3.27K and leaving 46,317 shares worth $5.75M. The position accounts for 0.32% of the portfolio, ranked #50.

1900 Wealth Management first reported a position in JPME in Q4 2020 and has held it in 23 quarters since. The position peaked at $18.8M in Q4 2020. 107 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

1900 Wealth Management held 46,317 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $5.75M as of Q2 2026.
1900 Wealth Management sold 27 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2026, an estimated $3.27K.
JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.32% of 1900 Wealth Management's portfolio in Q2 2026, its #50 holding.
1900 Wealth Management first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2020 and has held it in 23 quarters since.
1900 Wealth Management's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $18.8M in Q4 2020.
107 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.