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

Appleton Partners’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	$2.5M	Sell	20,152 -72,427	-78%	-$8.77M	0.15%	100
2026 Q1	$10.6M	Buy	92,579 +837	+0.9%	+$96.2K	0.74%	42
2025 Q4	$9.97M	Buy	91,742 +2,063	+2%	+$223K	0.66%	50
2025 Q3	$9.72M	Buy	89,679 +1,202	+1%	+$128K	0.65%	53
2025 Q2	$9.18M	Buy	88,477 +790	+0.9%	+$78.8K	0.65%	56
2025 Q1	$8.82M	Buy	87,687 +889	+1%	+$91.9K	0.68%	52
2024 Q4	$8.89M	Sell	86,798 -1,258	-1%	-$133K	0.66%	52
2024 Q3	$9.25M	Sell	88,056 -89	-0.1%	-$8.9K	0.68%	49
2024 Q2	$8.39M	Buy	88,145 +400	+0.5%	+$38.4K	0.65%	51
2024 Q1	$8.7M	Buy	87,745 +340	+0.4%	+$31.7K	0.68%	49
2023 Q4	$8.03M	Buy	87,405 +3,394	+4%	+$290K	0.65%	48
2023 Q3	$7.03M	Buy	84,011 +280	+0.3%	+$24.6K	0.62%	48
2023 Q2	$7.39M	Sell	83,731 -677	-0.8%	-$57.6K	0.62%	47
2023 Q1	$7.24M	Sell	84,408 -621	-0.7%	-$53.9K	0.64%	41
2022 Q4	$7.16M	Sell	85,029 -2,608	-3%	-$218K	0.68%	39
2022 Q3	$6.7M	Sell	87,637 -740	-0.8%	-$62.8K	0.67%	39
2022 Q2	$7.13M	Buy	88,377 +425	+0.5%	+$37.4K	0.67%	42
2022 Q1	$8.23M	Buy	87,952 +2,069	+2%	+$189K	0.67%	45
2021 Q4	$8.19M	Buy	85,883 +2,308	+3%	+$214K	0.62%	49
2021 Q3	$7.31M	Buy	83,575 +2,357	+3%	+$210K	0.61%	48
2021 Q2	$7.13M	Buy	81,218 +1,244	+2%	+$108K	0.61%	47
2021 Q1	$6.62M	Buy	79,974 +3,986	+5%	+$317K	0.62%	44
2020 Q4	$5.71M	Buy	75,988 +506	+0.7%	+$35.7K	0.56%	51
2020 Q3	$4.84M	Buy	75,482 +481	+0.6%	+$30.8K	0.53%	46
2020 Q2	$4.53M	Sell	75,001 -1,610	-2%	-$92.3K	0.54%	47
2020 Q1	$3.82M	Buy	76,611 +831	+1%	+$53.3K	0.53%	52
2019 Q4	$5.35M	Buy	75,780 +1,158	+2%	+$78.8K	0.59%	47
2019 Q3	$4.99M	Buy	74,622 +3,277	+5%	+$217K	0.6%	45
2019 Q2	$4.74M	Buy	71,345 +7,852	+12%	+$515K	0.59%	45
2019 Q1	$4.13M	Buy	63,493 +6,220	+11%	+$392K	0.55%	53
2018 Q4	$3.27M	Buy	57,273 +4,545	+9%	+$282K	0.49%	65
2018 Q3	$3.54M	Buy	52,728 +5,169	+11%	+$346K	0.47%	66
2018 Q2	$3.08M	Buy	47,559 +11,108	+30%	+$715K	0.44%	70
2018 Q1	$2.32M	Buy	36,451 +23,294	+177%	+$1.5M	0.35%	83
2017 Q4	$839K	Buy	+13,157	New	+$825K	0.13%	143

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

Appleton Partners's JPME Position: Q2 2026 in Review

Appleton Partners reduced its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 78% in Q2 2026, selling an estimated $8.77M and leaving 20,152 shares worth $2.5M. The position accounts for 0.15% of the portfolio, ranked #100.

Appleton Partners first reported a position in JPME in Q4 2017 and has held it in 35 quarters since. The position peaked at $10.6M in Q1 2026. 107 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

Appleton Partners held 20,152 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $2.5M as of Q2 2026.
Appleton Partners sold 72,427 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2026, an estimated $8.77M.
JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.15% of Appleton Partners's portfolio in Q2 2026, its #100 holding.
Appleton Partners first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2017 and has held it in 35 quarters since.
Appleton Partners's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $10.6M in Q1 2026.
107 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.