BFC
JPME icon

Bedel Financial Consulting’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Bedel Financial Consulting’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
2021
Q2 		– Sell
-46
Closed -$4K – 989
2021
Q1 		$4K Buy
+46
New +$3.65K ﹤0.01% 775

Other funds holding JPME

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Bedel Financial Consulting's JPME Position: Q2 2021 in Review

Bedel Financial Consulting sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q2 2021, closing a stake of 46 shares — an estimated $4K sold.

Bedel Financial Consulting first reported a position in JPME in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 35 funds tracked by Wall St. Rank hold JPME as of Q2 2021.

  • Bedel Financial Consulting reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q2 2021 after selling out during the quarter.
  • Bedel Financial Consulting sold 46 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2021, an estimated $4K.
  • Bedel Financial Consulting first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q1 2021 and held it in 1 quarter.
  • Bedel Financial Consulting's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $4K in Q1 2021.
  • 35 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2021.

Based on Bedel Financial Consulting's 13F filing for Q2 2021, filed 3 Aug 2021.