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 Q3	–	Sell	-8	Closed	-$994	–	1490
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%	-$4.1K	﹤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 $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Manske Wealth Management Houston, Texas $427M AUM 20.62% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return

Bartlett & Co Wealth Management's JPME Position: Q3 2026 in Review

Bartlett & Co Wealth Management sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q3 2026, closing a stake of 8 shares — an estimated $994 sold.

Bartlett & Co Wealth Management first reported a position in JPME in Q3 2023 and held it in 12 quarters. The position peaked at $5.45K in Q4 2023. 90 funds tracked by Wall St. Rank hold JPME as of Q3 2026.

Bartlett & Co Wealth Management reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q3 2026 after selling out during the quarter.
Bartlett & Co Wealth Management sold 8 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q3 2026, an estimated $994.
Bartlett & Co Wealth Management first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q3 2023 and held it in 12 quarters.
Bartlett & Co Wealth Management's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $5.45K in Q4 2023.
90 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q3 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.