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

Avior 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
2025 Q1	–	Sell	-78	Closed	-$7.99K	–	1576
2024 Q4	$7.99K	Hold	78	–	–	﹤0.01%	1696
2024 Q3	$8.19K	Hold	78	–	–	﹤0.01%	1620
2024 Q2	$7.42K	Hold	78	–	–	﹤0.01%	1598
2024 Q1	$7.73K	Hold	78	–	–	﹤0.01%	1949
2023 Q4	$7.17K	Hold	78	–	–	﹤0.01%	1051
2023 Q3	$6.52K	Buy	+78	New	+$6.86K	﹤0.01%	1116
2019 Q3	–	Sell	-292	Closed	-$19K	–	824
2019 Q2	$19K	Hold	292	–	–	﹤0.01%	535
2019 Q1	$19K	Buy	292 +1	+0.3%	+$63	﹤0.01%	489
2018 Q4	$16K	Buy	+291	New	+$18.1K	﹤0.01%	541

Other funds holding JPME

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Avior Wealth Management's JPME Position: Q1 2025 in Review

Avior Wealth Management sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q1 2025, closing a stake of 78 shares — an estimated $7.99K sold.

Avior Wealth Management first reported a position in JPME in Q4 2018 and held it in 9 quarters. The position peaked at $19K in Q2 2019. 86 funds tracked by Wall St. Rank hold JPME as of Q1 2025.

Avior Wealth Management reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 78 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q1 2025, an estimated $7.99K.
Avior Wealth Management first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2018 and held it in 9 quarters.
Avior Wealth Management's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $19K in Q2 2019.
86 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.