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Benjamin F. Edwards & Company’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$67K Buy
699
+14
+2% +$1.34K ﹤0.01% 1251
2024
Q1 		$68K Buy
685
+15
+2% +$1.4K ﹤0.01% 1212
2023
Q4 		$62K Buy
670
+421
+169% +$36K ﹤0.01% 1208
2023
Q3 		$21K Buy
249
+15
+6% +$1.32K ﹤0.01% 1251
2023
Q2 		$21K Buy
+234
New +$19.9K ﹤0.01% 1267

Other funds holding JPME

Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Benjamin F. Edwards & Company's JPME Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 2% in Q2 2024, buying an estimated $1.34K and bringing the position to 699 shares worth $67K. The position accounts for ﹤0.01% of the portfolio, ranked #1251.

Benjamin F. Edwards & Company first reported a position in JPME in Q2 2023 and has held it in 5 quarters since. The position peaked at $68K in Q1 2024. 78 funds tracked by Wall St. Rank hold JPME as of Q2 2024.

  • Benjamin F. Edwards & Company held 699 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $67K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 14 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2024, an estimated $1.34K.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1251 holding.
  • Benjamin F. Edwards & Company first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q2 2023 and has held it in 5 quarters since.
  • Benjamin F. Edwards & Company's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $68K in Q1 2024.
  • 78 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.