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 Q2	$994	Hold	8	–	–	﹤0.01%	1215
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 $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

MWM

Manske Wealth Management Houston, Texas $403M AUM 27.32% 1-Year Est. Return

Bartlett & Co Wealth Management's JPME Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) position steady in Q2 2026 at 8 shares worth $994. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

Bartlett & Co Wealth Management first reported a position in JPME in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.45K in Q4 2023. 107 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

Bartlett & Co Wealth Management held 8 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $994 as of Q2 2026.
Bartlett & Co Wealth Management left its JPMorgan Diversified Return US Mid Cap Equity ETF share count unchanged in Q2 2026.
JPMorgan Diversified Return US Mid Cap Equity ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1215 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 12 quarters since.
Bartlett & Co Wealth Management's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $5.45K in Q4 2023.
107 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.