AE Wealth Management’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

AE Wealth 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	$112K	Buy	905 +70	+8%	+$8.47K	﹤0.01%	1883
2026 Q1	$95.6K	Sell	835 -23	-3%	-$2.64K	﹤0.01%	1810
2025 Q4	$93.2K	Hold	858	–	–	﹤0.01%	1720
2025 Q3	$93K	Sell	858 -6	-0.7%	-$639	﹤0.01%	1588
2025 Q2	$89.6K	Sell	864 -2	-0.2%	-$199	﹤0.01%	1510
2025 Q1	$87.1K	Sell	866 -92	-10%	-$9.51K	﹤0.01%	1475
2024 Q4	$98.2K	Buy	+958	New	+$102K	﹤0.01%	1431
2023 Q2	–	Sell	-14,500	Closed	-$1.24M	–	1986
2023 Q1	$1.24M	Sell	14,500 -7,479	-34%	-$649K	0.01%	963
2022 Q4	$1.85M	Buy	+21,979	New	+$1.84M	0.01%	780

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

AE Wealth Management's JPME Position: Q2 2026 in Review

AE Wealth Management increased its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 8.4% in Q2 2026, buying an estimated $8.47K and bringing the position to 905 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #1883.

AE Wealth Management first reported a position in JPME in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.85M in Q4 2022. 107 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

AE Wealth Management held 905 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $112K as of Q2 2026.
AE Wealth Management bought 70 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2026, an estimated $8.47K.
JPMorgan Diversified Return US Mid Cap Equity ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1883 holding.
AE Wealth Management first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2022 and has held it in 9 quarters since.
AE Wealth Management's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $1.85M in Q4 2022.
107 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.