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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

Other funds holding JPME

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 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 $250B AUM 21.32% 1-Year Est. Return

Atria Wealth Solutions's JPME Position: Q2 2025 in Review

Atria Wealth Solutions sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q2 2025, closing a stake of 9,768 shares — an estimated $982K sold.

Atria Wealth Solutions first reported a position in JPME in Q1 2022 and held it in 13 quarters. The position peaked at $1.01M in Q3 2024. 89 funds tracked by Wall St. Rank hold JPME as of Q2 2025.

  • Atria Wealth Solutions reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 9,768 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2025, an estimated $982K.
  • Atria Wealth Solutions first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $1.01M in Q3 2024.
  • 89 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.