Ameriprise
JPME icon

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

Ameriprise’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 		$794K Buy
6,872
+4,224
+160% +$486K ﹤0.01% 3406
2025
Q4 		$288K Sell
2,648
-1,563
-37% -$169K ﹤0.01% 3816
2025
Q3 		$457K Sell
4,211
-512
-11% -$54.5K ﹤0.01% 3660
2025
Q2 		$490K Buy
+4,723
New +$471K ﹤0.01% 3539
2024
Q4 		– Sell
-41,778
Closed -$4.39M – 4125
2024
Q3 		$4.39M Buy
41,778
+9,061
+28% +$906K ﹤0.01% 2467
2024
Q2 		$3.11M Buy
32,717
+6,256
+24% +$601K ﹤0.01% 2633
2024
Q1 		$2.62M Buy
26,461
+802
+3% +$74.8K ﹤0.01% 2728
2023
Q4 		$2.36M Buy
25,659
+17,677
+221% +$1.51M ﹤0.01% 2793
2023
Q3 		$668K Sell
7,982
-17,697
-69% -$1.56M ﹤0.01% 3302
2023
Q2 		$2.27M Sell
25,679
-249
-1% -$21.2K ﹤0.01% 2810
2023
Q1 		$2.23M Sell
25,928
-32,444
-56% -$2.82M ﹤0.01% 2797
2022
Q4 		$4.91M Buy
58,372
+19,695
+51% +$1.65M ﹤0.01% 2312
2022
Q3 		$2.96M Buy
38,677
+31,464
+436% +$2.67M ﹤0.01% 2578
2022
Q2 		$582K Sell
7,213
-282
-4% -$24.8K ﹤0.01% 3342
2022
Q1 		$703K Buy
7,495
+55
+0.7% +$5.02K ﹤0.01% 3349
2021
Q4 		$710K Buy
7,440
+90
+1% +$8.33K ﹤0.01% 3399
2021
Q3 		$643K Buy
7,350
+359
+5% +$32K ﹤0.01% 3320
2021
Q2 		$614K Sell
6,991
-641
-8% -$55.8K ﹤0.01% 3382
2021
Q1 		$632K Buy
+7,632
New +$606K ﹤0.01% 3320
2019
Q1 		– Sell
-1,200
Closed -$69K – 3732
2018
Q4 		$69K Buy
+1,200
New +$74.6K ﹤0.01% 3560

Other funds holding JPME

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $44.6B AUM 28.94% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 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 $403M AUM 27.32% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Ameriprise's JPME Position: Q1 2026 in Review

Ameriprise increased its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 160% in Q1 2026, buying an estimated $486K and bringing the position to 6,872 shares worth $794K. The position accounts for ﹤0.01% of the portfolio, ranked #3406.

Ameriprise first reported a position in JPME in Q4 2018 and has held it in 20 quarters since. The position peaked at $4.91M in Q4 2022. 110 funds tracked by Wall St. Rank hold JPME as of Q1 2026.

  • Ameriprise held 6,872 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $794K as of Q1 2026.
  • Ameriprise bought 4,224 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q1 2026, an estimated $486K.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #3406 holding.
  • Ameriprise first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2018 and has held it in 20 quarters since.
  • Ameriprise's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $4.91M in Q4 2022.
  • 110 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.