AWM
JPME icon

Aspire Wealth Management’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Aspire Wealth Management’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
Q3 		$79.5K Sell
757
-49
-6% -$4.9K 0.04% 125
2024
Q2 		$76.7K Sell
806
-189
-19% -$18.1K 0.04% 122
2024
Q1 		$98.6K Sell
995
-75
-7% -$7K 0.06% 122
2023
Q4 		$98.3K Sell
1,070
-61
-5% -$5.21K 0.07% 110
2023
Q3 		$94.6K Buy
1,131
+19
+2% +$1.67K 0.07% 107
2023
Q2 		$98.2K Buy
+1,112
New +$94.6K 0.07% 109

Other funds holding JPME

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Aspire Wealth Management's JPME Position: Q3 2024 in Review

Aspire Wealth Management reduced its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 6.1% in Q3 2024, selling an estimated $4.9K and leaving 757 shares worth $79.5K. The position accounts for 0.04% of the portfolio, ranked #125.

Aspire Wealth Management first reported a position in JPME in Q2 2023 and has held it in 6 quarters since. The position peaked at $98.6K in Q1 2024. 82 funds tracked by Wall St. Rank hold JPME as of Q3 2024.

  • Aspire Wealth Management held 757 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $79.5K as of Q3 2024.
  • Aspire Wealth Management sold 49 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q3 2024, an estimated $4.9K.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.04% of Aspire Wealth Management's portfolio in Q3 2024, its #125 holding.
  • Aspire Wealth Management first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q2 2023 and has held it in 6 quarters since.
  • Aspire Wealth Management's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $98.6K in Q1 2024.
  • 82 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.