5L
JPME icon

55I LLC’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

55I LLC’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
2022
Q3 		$446K Buy
5,837
+2,448
+72% +$208K 0.01% 405
2022
Q2 		$274K Buy
3,389
+768
+29% +$67.5K 0.01% 458
2022
Q1 		$245K Buy
+2,621
New +$239K 0.01% 467

Other funds holding JPME

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

55I LLC's JPME Position: Q3 2022 in Review

55I LLC increased its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 72% in Q3 2022, buying an estimated $208K and bringing the position to 5,837 shares worth $446K. The position accounts for 0.01% of the portfolio, ranked #405.

55I LLC first reported a position in JPME in Q1 2022 and has held it in 3 quarters since. 53 funds tracked by Wall St. Rank hold JPME as of Q3 2022.

  • 55I LLC held 5,837 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $446K as of Q3 2022.
  • 55I LLC bought 2,448 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q3 2022, an estimated $208K.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.01% of 55I LLC's portfolio in Q3 2022, its #405 holding.
  • 55I LLC first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q1 2022 and has held it in 3 quarters since.
  • 53 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.