Adamsbrown Wealth Consultants’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Adamsbrown Wealth Consultants’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	$439K	Buy	3,536 +6	+0.2%	+$726	0.08%	94
2026 Q1	$404K	Sell	3,530 -8	-0.2%	-$920	0.11%	87
2025 Q4	$384K	Sell	3,538 -371	-9%	-$40.1K	0.11%	82
2025 Q3	$424K	Sell	3,909 -46	-1%	-$4.9K	0.12%	70
2025 Q2	$410K	Buy	3,955 +1	+0%	+$100	0.12%	63
2025 Q1	$398K	Sell	3,954 -63	-2%	-$6.51K	0.12%	60
2024 Q4	$412K	Sell	4,017 -549	-12%	-$58.2K	0.14%	58
2024 Q3	$480K	Sell	4,566 -650	-12%	-$65K	0.17%	45
2024 Q2	$497K	Sell	5,216 -491	-9%	-$47.1K	0.19%	40
2024 Q1	$566K	Sell	5,707 -467	-8%	-$43.6K	0.23%	37
2023 Q4	$567K	Sell	6,174 -7,697	-55%	-$658K	0.25%	37
2023 Q3	$1.16M	Sell	13,871 -110,853	-89%	-$9.75M	0.57%	24
2023 Q2	$11M	Buy	124,724 +27,566	+28%	+$2.35M	5.82%	5
2023 Q1	$8.34M	Buy	97,158 +5,032	+5%	+$437K	4.8%	6
2022 Q4	$7.75M	Buy	92,126 +19,849	+27%	+$1.66M	4.71%	6
2022 Q3	$5.52M	Buy	+72,277	New	+$6.14M	4.2%	6

Other funds holding JPME

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Adamsbrown Wealth Consultants's JPME Position: Q2 2026 in Review

Adamsbrown Wealth Consultants increased its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 0.17% in Q2 2026, buying an estimated $726 and bringing the position to 3,536 shares worth $439K. The position accounts for 0.08% of the portfolio, ranked #94.

Adamsbrown Wealth Consultants first reported a position in JPME in Q3 2022 and has held it in 16 quarters since. The position peaked at $11M in Q2 2023. 106 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

Adamsbrown Wealth Consultants held 3,536 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $439K as of Q2 2026.
Adamsbrown Wealth Consultants bought 6 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2026, an estimated $726.
JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.08% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #94 holding.
Adamsbrown Wealth Consultants first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q3 2022 and has held it in 16 quarters since.
Adamsbrown Wealth Consultants's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $11M in Q2 2023.
106 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.