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

Apella Capital’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 		$1.41M Sell
11,330
-280
-2% -$33.9K 0.02% 315
2026
Q1 		$1.4M Sell
11,610
-295
-2% -$33.9K 0.02% 306
2025
Q4 		$1.29M Sell
11,905
-193
-2% -$20.9K 0.03% 249
2025
Q3 		$1.29M Sell
12,098
-2
-0% -$213 0.03% 222
2025
Q2 		$1.27M Sell
12,100
-44
-0.4% -$4.39K 0.03% 197
2025
Q1 		$1.16M Sell
12,144
-269
-2% -$27.8K 0.04% 176
2024
Q4 		$1.27M Sell
12,413
-1,043
-8% -$111K 0.05% 147
2024
Q3 		$1.41M Sell
13,456
-23
-0.2% -$2.3K 0.06% 128
2024
Q2 		$1.27M Sell
13,479
-421
-3% -$40.4K 0.06% 135
2024
Q1 		$1.36M Sell
13,900
-32
-0.2% -$2.99K 0.07% 118
2023
Q4 		$1.26M Sell
13,932
-3,694
-21% -$316K 0.07% 120
2023
Q3 		$1.47M Sell
17,626
-220
-1% -$19.4K 0.1% 94
2023
Q2 		$1.58M Buy
+17,846
New +$1.52M 0.11% 93
2022
Q4 		$1.53M Sell
18,236
-1,803
-9% -$151K 0.14% 83
2022
Q3 		$1.53M Buy
20,039
+14
+0.1% +$1.19K 0.18% 76
2022
Q2 		$1.62M Sell
20,025
-509
-2% -$44.7K 0.19% 75
2022
Q1 		$1.92M Sell
20,534
-3,305
-14% -$302K 0.27% 59
2021
Q4 		$2.27M Sell
23,839
-27,585
-54% -$2.55M 0.29% 58
2021
Q3 		$4.5M Buy
51,424
+6,391
+14% +$570K 0.65% 38
2021
Q2 		$3.96M Buy
+45,033
New +$3.92M 0.65% 38

Other funds holding JPME

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $138M AUM
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Apella Capital's JPME Position: Q2 2026 in Review

Apella Capital reduced its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 2.4% in Q2 2026, selling an estimated $33.9K and leaving 11,330 shares worth $1.41M. The position accounts for 0.02% of the portfolio, ranked #315.

Apella Capital first reported a position in JPME in Q2 2021 and has held it in 20 quarters since. The position peaked at $4.5M in Q3 2021. 39 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

  • Apella Capital held 11,330 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $1.41M as of Q2 2026.
  • Apella Capital sold 280 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2026, an estimated $33.9K.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.02% of Apella Capital's portfolio in Q2 2026, its #315 holding.
  • Apella Capital first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q2 2021 and has held it in 20 quarters since.
  • Apella Capital's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $4.5M in Q3 2021.
  • 39 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.