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Andrew C. Karlinski’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Andrew C. Karlinski’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
2022
Q1 		– Sell
-1,509
Closed -$144K – 359
2021
Q4 		$144K Buy
+1,509
New +$140K 0.26% 53

Other funds holding JPME

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Andrew C. Karlinski's JPME Position: Q1 2022 in Review

Andrew C. Karlinski sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q1 2022, closing a stake of 1,509 shares — an estimated $144K sold.

Andrew C. Karlinski first reported a position in JPME in Q4 2021 and held it in 1 quarter. The position peaked at $144K in Q4 2021. 43 funds tracked by Wall St. Rank hold JPME as of Q1 2022.

  • Andrew C. Karlinski reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q1 2022 after selling out during the quarter.
  • Andrew C. Karlinski sold 1,509 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q1 2022, an estimated $144K.
  • Andrew C. Karlinski first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2021 and held it in 1 quarter.
  • Andrew C. Karlinski's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $144K in Q4 2021.
  • 43 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2022.

Based on Andrew C. Karlinski's 13F filing for Q1 2022, filed 13 May 2022.