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

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

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Cassilly Financial Group Severna Park, Maryland $138M AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $932M AUM 22.84% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $504M AUM 21.97% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return