Albion Financial Group’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Albion Financial Group’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	$107K	Hold	936	–	–	0.01%	207
2025 Q4	$102K	Hold	936	–	–	0.01%	205
2025 Q3	$102K	Hold	936	–	–	0.01%	201
2025 Q2	$97.1K	Sell	936 -674	-42%	-$67.2K	0.01%	195
2025 Q1	$162K	Buy	1,610 +674	+72%	+$69.7K	0.01%	188
2024 Q4	$95.9K	Hold	936	–	–	0.01%	208
2024 Q3	$98.3K	Sell	936 -674	-42%	-$67.4K	0.01%	202
2024 Q2	$153K	Buy	+1,610	New	+$155K	0.01%	192

Other funds holding JPME

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Albion Financial Group's JPME Position: Q1 2026 in Review

Albion Financial Group held its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) position steady in Q1 2026 at 936 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #207.

Albion Financial Group first reported a position in JPME in Q2 2024 and has held it in 8 quarters since. The position peaked at $162K in Q1 2025. 110 funds tracked by Wall St. Rank hold JPME as of Q1 2026.

Albion Financial Group held 936 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $107K as of Q1 2026.
Albion Financial Group left its JPMorgan Diversified Return US Mid Cap Equity ETF share count unchanged in Q1 2026.
JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.01% of Albion Financial Group's portfolio in Q1 2026, its #207 holding.
Albion Financial Group first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q2 2024 and has held it in 8 quarters since.
Albion Financial Group's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $162K in Q1 2025.
110 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2026.

Based on Albion Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.