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 Q3	$5.51M	Buy	46,318 +1	+0%	+$125	0.3%	49
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

Manske Wealth Management Houston, Texas $427M AUM 20.62% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions Appleton, Wisconsin $105M AUM 11.31% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $972M AUM 15.31% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

1900 Wealth Management's JPME Position: Q3 2026 in Review

1900 Wealth Management increased its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 0% in Q3 2026, buying an estimated $125 and bringing the position to 46,318 shares worth $5.51M. The position accounts for 0.3% of the portfolio, ranked #49.

1900 Wealth Management first reported a position in JPME in Q4 2020 and has held it in 24 quarters since. The position peaked at $18.8M in Q4 2020. 26 funds tracked by Wall St. Rank hold JPME as of Q3 2026.

1900 Wealth Management held 46,318 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $5.51M as of Q3 2026.
1900 Wealth Management bought 1 JPMorgan Diversified Return US Mid Cap Equity ETF share in Q3 2026, an estimated $125.
JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.3% of 1900 Wealth Management's portfolio in Q3 2026, its #49 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 24 quarters since.
1900 Wealth Management's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $18.8M in Q4 2020.
26 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q3 2026.

Based on 1900 Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.