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B. Riley Wealth Advisors’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

B. Riley Wealth Advisors’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
-2,212
Closed -$222K – 1230
2025
Q1 		$222K Buy
+2,212
New +$229K 0.01% 1109

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

B. Riley Wealth Advisors's JPME Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q2 2025, closing a stake of 2,212 shares — an estimated $222K sold.

B. Riley Wealth Advisors first reported a position in JPME in Q1 2025 and held it in 1 quarter. The position peaked at $222K in Q1 2025. 89 funds tracked by Wall St. Rank hold JPME as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,212 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2025, an estimated $222K.
  • B. Riley Wealth Advisors first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q1 2025 and held it in 1 quarter.
  • B. Riley Wealth Advisors's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $222K in Q1 2025.
  • 89 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.