Action Point Financial Planning’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Action Point Financial Planning’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	$13.2K	Buy	+107	New	+$13K	﹤0.01%	1331

Other funds holding JPME

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Action Point Financial Planning's JPME Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q2 2026: 107 shares worth $13.2K. The stake represents ﹤0.01% of the portfolio and ranks #1331 among its holdings.

106 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

Action Point Financial Planning held 107 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $13.2K as of Q2 2026.
JPMorgan Diversified Return US Mid Cap Equity ETF was a new Action Point Financial Planning position in Q2 2026.
JPMorgan Diversified Return US Mid Cap Equity ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1331 holding.
106 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.