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Atria Wealth Solutions’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-9,768
Closed -$982K – 1711
2025
Q1 		$982K Buy
9,768
+172
+2% +$17.8K 0.01% 907
2024
Q4 		$983K Buy
9,596
+13
+0.1% +$1.38K 0.01% 927
2024
Q3 		$1.01M Sell
9,583
-67
-0.7% -$6.7K 0.01% 914
2024
Q2 		$919K Buy
9,650
+19
+0.2% +$1.82K 0.01% 933
2024
Q1 		$955K Sell
9,631
-232
-2% -$21.6K 0.01% 929
2023
Q4 		$906K Sell
9,863
-500
-5% -$42.7K 0.01% 905
2023
Q3 		$867K Buy
10,363
+315
+3% +$27.7K 0.01% 883
2023
Q2 		$887K Buy
10,048
+155
+2% +$13.2K 0.01% 889
2023
Q1 		$849K Buy
9,893
+277
+3% +$24K 0.01% 858
2022
Q4 		$809K Buy
9,616
+775
+9% +$64.9K 0.01% 853
2022
Q3 		$676K Sell
8,841
-1,323
-13% -$112K 0.01% 876
2022
Q2 		$820K Buy
10,164
+6,989
+220% +$614K 0.02% 778
2022
Q1 		$297K Buy
+3,175
New +$290K ﹤0.01% 1321

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LPL Financial
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DAS
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Cerity Partners
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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
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return