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Advyzon Investment Management’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Advyzon Investment Management’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
Q1 		$2.11M Buy
18,463
+3,088
+20% +$355K 0.19% 122
2025
Q4 		$1.67M Buy
15,375
+13,262
+628% +$1.43M 0.19% 116
2025
Q3 		$229K Buy
+2,113
New +$225K 0.04% 396

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $1.43B AUM 22.6% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
MWM
Manske Wealth Management Houston, Texas $357M AUM 20.31% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Advyzon Investment Management's JPME Position: Q1 2026 in Review

Advyzon Investment Management increased its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 20% in Q1 2026, buying an estimated $355K and bringing the position to 18,463 shares worth $2.11M. The position accounts for 0.19% of the portfolio, ranked #122.

Advyzon Investment Management first reported a position in JPME in Q3 2025 and has held it in 3 quarters since. 110 funds tracked by Wall St. Rank hold JPME as of Q1 2026.

  • Advyzon Investment Management held 18,463 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $2.11M as of Q1 2026.
  • Advyzon Investment Management bought 3,088 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q1 2026, an estimated $355K.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.19% of Advyzon Investment Management's portfolio in Q1 2026, its #122 holding.
  • Advyzon Investment Management first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 110 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.