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

Aspire Private 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
2024
Q2 		– Sell
-47
Closed -$4.66K – 723
2024
Q1 		$4.66K Sell
47
-1
-2% -$93 ﹤0.01% 495
2023
Q4 		$4.41K Sell
48
-251
-84% -$21.4K ﹤0.01% 488
2023
Q3 		$25K Sell
299
-669
-69% -$58.9K 0.01% 288
2023
Q2 		$85.5K Buy
968
+2
+0.2% +$170 0.03% 167
2023
Q1 		$82.9K Hold
966
– – 0.03% 169
2022
Q4 		$81.3K Buy
966
+184
+24% +$15.4K 0.03% 158
2022
Q3 		$60K Buy
782
+15
+2% +$1.27K 0.02% 170
2022
Q2 		$62K Hold
767
– – 0.02% 179
2022
Q1 		$72K Sell
767
-17
-2% -$1.55K 0.02% 171
2021
Q4 		$75K Buy
784
+46
+6% +$4.26K 0.02% 191
2021
Q3 		$65K Buy
+738
New +$65.8K 0.02% 195

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
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Aspire Private Capital's JPME Position: Q2 2024 in Review

Aspire Private Capital sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q2 2024, closing a stake of 47 shares — an estimated $4.66K sold.

Aspire Private Capital first reported a position in JPME in Q3 2021 and held it in 11 quarters. The position peaked at $85.5K in Q2 2023. 78 funds tracked by Wall St. Rank hold JPME as of Q2 2024.

  • Aspire Private Capital reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Aspire Private Capital sold 47 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2024, an estimated $4.66K.
  • Aspire Private Capital first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q3 2021 and held it in 11 quarters.
  • Aspire Private Capital's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $85.5K in Q2 2023.
  • 78 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2024.

Based on Aspire Private Capital's 13F filing for Q2 2024, filed 15 Jul 2024.