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Armstrong Advisory Group’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Armstrong Advisory Group’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
2023
Q4 		– Sell
-233
Closed -$19.5K – 806
2023
Q3 		$19.5K Buy
+233
New +$20.5K ﹤0.01% 499

Other funds holding JPME

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Armstrong Advisory Group's JPME Position: Q4 2023 in Review

Armstrong Advisory Group sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q4 2023, closing a stake of 233 shares — an estimated $19.5K sold.

Armstrong Advisory Group first reported a position in JPME in Q3 2023 and held it in 1 quarter. The position peaked at $19.5K in Q3 2023. 75 funds tracked by Wall St. Rank hold JPME as of Q4 2023.

  • Armstrong Advisory Group reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q4 2023 after selling out during the quarter.
  • Armstrong Advisory Group sold 233 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q4 2023, an estimated $19.5K.
  • Armstrong Advisory Group first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q3 2023 and held it in 1 quarter.
  • Armstrong Advisory Group's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $19.5K in Q3 2023.
  • 75 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q4 2023.

Based on Armstrong Advisory Group's 13F filing for Q4 2023, filed 17 Jan 2024.