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 Q2	$2.49M	Buy	20,052 +1,589	+9%	+$192K	0.18%	125
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 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

Advyzon Investment Management's JPME Position: Q2 2026 in Review

Advyzon Investment Management increased its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 8.6% in Q2 2026, buying an estimated $192K and bringing the position to 20,052 shares worth $2.49M. The position accounts for 0.18% of the portfolio, ranked #125.

Advyzon Investment Management first reported a position in JPME in Q3 2025 and has held it in 4 quarters since. 107 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

Advyzon Investment Management held 20,052 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $2.49M as of Q2 2026.
Advyzon Investment Management bought 1,589 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2026, an estimated $192K.
JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.18% of Advyzon Investment Management's portfolio in Q2 2026, its #125 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 4 quarters since.
107 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.