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

Bartlett & Co’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
2023
Q4 		$5K Buy
59
+57
+2,850% +$4.87K ﹤0.01% 1072
2023
Q3 		$0 Buy
+2
New +$176 ﹤0.01% 1161

Other funds holding JPME

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bartlett & Co's JPME Position: Q4 2023 in Review

Bartlett & Co increased its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 2,850% in Q4 2023, buying an estimated $4.87K and bringing the position to 59 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

Bartlett & Co first reported a position in JPME in Q3 2023 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold JPME as of Q4 2023.

  • Bartlett & Co held 59 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $5K as of Q4 2023.
  • Bartlett & Co bought 57 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q4 2023, an estimated $4.87K.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #1072 holding.
  • Bartlett & Co first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q3 2023 and has held it in 2 quarters since.
  • 75 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.