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

Bogart Wealth LLC’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
Q1 		– Sell
-1
Closed -$92 – 1096
2023
Q4 		$92 Buy
+1
New +$85 ﹤0.01% 1047

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 $900M AUM 17.81% 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
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 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

Bogart Wealth LLC's JPME Position: Q1 2024 in Review

Bogart Wealth LLC sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q1 2024, closing a stake of 1 share — an estimated $92 sold.

Bogart Wealth LLC first reported a position in JPME in Q4 2023 and held it in 1 quarter. The position peaked at $92 in Q4 2023. 79 funds tracked by Wall St. Rank hold JPME as of Q1 2024.

  • Bogart Wealth LLC reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Bogart Wealth LLC sold 1 JPMorgan Diversified Return US Mid Cap Equity ETF share in Q1 2024, an estimated $92.
  • Bogart Wealth LLC first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2023 and held it in 1 quarter.
  • Bogart Wealth LLC's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $92 in Q4 2023.
  • 79 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2024.

Based on Bogart Wealth LLC's 13F filing for Q1 2024, filed 25 Apr 2024.