AWM
JPME icon

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
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

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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