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

Bartlett & Co 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
2026 Q1	$962	Hold	8	–	–	﹤0.01%	1139
2025 Q4	$869	Hold	8	–	–	﹤0.01%	1154
2025 Q3	$868	Sell	8 -5	-38%	-$533	﹤0.01%	1125
2025 Q2	$1.35K	Hold	13	–	–	﹤0.01%	1127
2025 Q1	$1.31K	Hold	13	–	–	﹤0.01%	1098
2024 Q4	$1.33K	Sell	13 -2	-13%	-$212	﹤0.01%	1063
2024 Q3	$1.58K	Hold	15	–	–	﹤0.01%	1055
2024 Q2	$1.43K	Hold	15	–	–	﹤0.01%	1073
2024 Q1	$1.49K	Sell	15 -44	-75%	-$4.11K	﹤0.01%	1052
2023 Q4	$5.45K	Buy	59 +57	+2,850%	+$4.87K	﹤0.01%	1070
2023 Q3	$167	Buy	+2	New	+$176	﹤0.01%	1153

Other funds holding JPME

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Bartlett & Co Wealth Management's JPME Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) position steady in Q1 2026 at 8 shares worth $962. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

Bartlett & Co Wealth Management first reported a position in JPME in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.45K in Q4 2023. 110 funds tracked by Wall St. Rank hold JPME as of Q1 2026.

Bartlett & Co Wealth Management held 8 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $962 as of Q1 2026.
Bartlett & Co Wealth Management 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 Bartlett & Co Wealth Management's portfolio in Q1 2026, its #1139 holding.
Bartlett & Co Wealth Management first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q3 2023 and has held it in 11 quarters since.
Bartlett & Co Wealth Management's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $5.45K in Q4 2023.
110 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.