Bison Wealth’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Bison Wealth’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 Q4	–	Sell	-450	Closed	-$39K	–	418
2021 Q3	$39K	Hold	450	–	–	0.02%	331
2021 Q2	$40K	Hold	450	–	–	0.02%	327
2021 Q1	$37K	Hold	450	–	–	0.02%	334
2020 Q4	$34K	Hold	450	–	–	0.02%	305
2020 Q3	$29K	Buy	+450	New	+$28.8K	0.02%	272

Other funds holding JPME

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

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

Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bison Wealth's JPME Position: Q4 2021 in Review

Bison Wealth sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q4 2021, closing a stake of 450 shares — an estimated $39K sold.

Bison Wealth first reported a position in JPME in Q3 2020 and held it in 5 quarters. The position peaked at $40K in Q2 2021. 33 funds tracked by Wall St. Rank hold JPME as of Q4 2021.

Bison Wealth reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q4 2021 after selling out during the quarter.
Bison Wealth sold 450 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q4 2021, an estimated $39K.
Bison Wealth first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q3 2020 and held it in 5 quarters.
Bison Wealth's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $40K in Q2 2021.
33 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q4 2021.

Based on Bison Wealth's 13F filing for Q4 2021, filed 2 Feb 2022.