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Asset Dedication LLC’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Asset Dedication LLC’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
Q1 		$26.8K Hold
234
– – ﹤0.01% 587
2025
Q4 		$25.4K Hold
234
– – ﹤0.01% 620
2025
Q3 		$25.4K Hold
234
– – ﹤0.01% 633
2025
Q2 		$24.3K Hold
234
– – ﹤0.01% 653
2025
Q1 		$23.5K Hold
234
– – ﹤0.01% 618
2024
Q4 		$24K Hold
234
– – ﹤0.01% 616
2024
Q3 		$24.6K Buy
+234
New +$23.4K ﹤0.01% 644

Other funds holding JPME

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
MWM
Manske Wealth Management Houston, Texas $357M AUM 20.31% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Asset Dedication LLC's JPME Position: Q1 2026 in Review

Asset Dedication LLC held its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) position steady in Q1 2026 at 234 shares worth $26.8K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Asset Dedication LLC first reported a position in JPME in Q3 2024 and has held it in 7 quarters since. 110 funds tracked by Wall St. Rank hold JPME as of Q1 2026.

  • Asset Dedication LLC held 234 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $26.8K as of Q1 2026.
  • Asset Dedication LLC left its JPMorgan Diversified Return US Mid Cap Equity ETF share count unchanged in Q1 2026.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up ﹤0.01% of Asset Dedication LLC's portfolio in Q1 2026, its #587 holding.
  • Asset Dedication LLC first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q3 2024 and has held it in 7 quarters since.
  • 110 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2026.

Based on Asset Dedication LLC's 13F filing for Q1 2026, filed 29 May 2026.