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 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	$14.9K	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 $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

MWM

Manske Wealth Management Houston, Texas $357M AUM 20.31% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

1900 Wealth Management's JPME Position: Q1 2026 in Review

1900 Wealth Management reduced its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 2.5% in Q1 2026, selling an estimated $138K and leaving 46,344 shares worth $5.31M. The position accounts for 0.34% of the portfolio, ranked #45.

1900 Wealth Management first reported a position in JPME in Q4 2020 and has held it in 22 quarters since. The position peaked at $18.8M in Q4 2020. 110 funds tracked by Wall St. Rank hold JPME as of Q1 2026.

1900 Wealth Management held 46,344 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $5.31M as of Q1 2026.
1900 Wealth Management sold 1,200 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q1 2026, an estimated $138K.
JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.34% of 1900 Wealth Management's portfolio in Q1 2026, its #45 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 22 quarters since.
1900 Wealth Management's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $18.8M in Q4 2020.
110 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2026.

Based on 1900 Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.