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

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 $1.52B AUM 23.06% 1-Year Est. Return

MWM

Manske Wealth Management Houston, Texas $403M AUM 27.32% 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. 107 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.
107 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.