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

Allworth Financial’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	$5.34K	Buy	+43	New	+$5.21K	﹤0.01%	4091
2026 Q1	–	Sell	-25	Closed	-$2.72K	–	5267
2025 Q4	$2.72K	Buy	+25	New	+$2.7K	﹤0.01%	4002

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 $1.56B AUM 16.49% 1-Year Est. Return

MWM

Manske Wealth Management Houston, Texas $403M AUM 27.32% 1-Year Est. Return

Allworth Financial's JPME Position: Q2 2026 in Review

Allworth Financial opened a new position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q2 2026: 43 shares worth $5.34K. The stake represents ﹤0.01% of the portfolio and ranks #4091 among its holdings. This is a return to the name: Allworth Financial previously reported a position in JPME as recently as Q4 2025.

Allworth Financial first reported a position in JPME in Q4 2025 and has held it in 2 quarters since. 107 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

Allworth Financial held 43 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $5.34K as of Q2 2026.
JPMorgan Diversified Return US Mid Cap Equity ETF was a new Allworth Financial position in Q2 2026.
JPMorgan Diversified Return US Mid Cap Equity ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4091 holding.
Allworth Financial first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2025 and has held it in 2 quarters since.
107 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.