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3Chopt Investment Partners’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

3Chopt Investment Partners’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
2025
Q2 		– Sell
-372
Closed -$37.4K – 241
2025
Q1 		$37.4K Buy
+372
New +$38.5K 0.01% 221

Other funds holding JPME

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

3Chopt Investment Partners's JPME Position: Q2 2025 in Review

3Chopt Investment Partners sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q2 2025, closing a stake of 372 shares — an estimated $37.4K sold.

3Chopt Investment Partners first reported a position in JPME in Q1 2025 and held it in 1 quarter. The position peaked at $37.4K in Q1 2025. 89 funds tracked by Wall St. Rank hold JPME as of Q2 2025.

  • 3Chopt Investment Partners reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
  • 3Chopt Investment Partners sold 372 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2025, an estimated $37.4K.
  • 3Chopt Investment Partners first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q1 2025 and held it in 1 quarter.
  • 3Chopt Investment Partners's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $37.4K in Q1 2025.
  • 89 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2025.

Based on 3Chopt Investment Partners's 13F filing for Q2 2025, filed 24 Jul 2025.