Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Cambridge Investment Research Advisors’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
2026
Q2 		– Sell
-123,160
Closed -$14.1M – 3970
2026
Q1 		$14.1M Buy
123,160
+53
+0% +$6.09K 0.04% 488
2025
Q4 		$13.4M Buy
123,107
+11,355
+10% +$1.23M 0.04% 489
2025
Q3 		$12.1M Buy
111,752
+17,971
+19% +$1.91M 0.03% 500
2025
Q2 		$9.72M Buy
93,781
+7,342
+8% +$732K 0.03% 548
2025
Q1 		$8.69M Buy
86,439
+26,446
+44% +$2.73M 0.03% 560
2024
Q4 		$6.15M Buy
59,993
+13,717
+30% +$1.45M 0.02% 690
2024
Q3 		$4.86M Buy
46,276
+2,989
+7% +$299K 0.02% 810
2024
Q2 		$4.12M Buy
43,287
+11,941
+38% +$1.15M 0.02% 857
2024
Q1 		$3.11M Buy
31,346
+7,918
+34% +$739K 0.01% 1013
2023
Q4 		$2.15M Buy
23,428
+3,696
+19% +$316K 0.01% 1152
2023
Q3 		$1.65M Buy
19,732
+3,934
+25% +$346K 0.01% 1260
2023
Q2 		$1.4M Sell
15,798
-12,980
-45% -$1.1M 0.01% 1385
2023
Q1 		$2.47M Buy
28,778
+5,035
+21% +$437K 0.01% 1017
2022
Q4 		$2M Buy
23,743
+7,392
+45% +$619K 0.01% 1074
2022
Q3 		$1.25M Buy
16,351
+7,740
+90% +$657K 0.01% 1330
2022
Q2 		$695K Buy
8,611
+172
+2% +$15.1K ﹤0.01% 1717
2022
Q1 		$790K Buy
8,439
+309
+4% +$28.2K ﹤0.01% 1750
2021
Q4 		$776K Buy
8,130
+634
+8% +$58.7K ﹤0.01% 1756
2021
Q3 		$655K Buy
7,496
+2
+0% +$178 ﹤0.01% 1835
2021
Q2 		$658K Buy
7,494
+2,033
+37% +$177K ﹤0.01% 1843
2021
Q1 		$452K Sell
5,461
-385
-7% -$30.6K ﹤0.01% 1967
2020
Q4 		$439K Buy
5,846
+12
+0.2% +$846 ﹤0.01% 1857
2020
Q3 		$374K Sell
5,834
-14,007
-71% -$897K ﹤0.01% 1786
2020
Q2 		$1.2M Sell
19,841
-815
-4% -$46.7K 0.01% 1018
2020
Q1 		$1.03M Sell
20,656
-9,092
-31% -$583K 0.01% 954
2019
Q4 		$2.1M Sell
29,748
-4,361
-13% -$297K 0.02% 767
2019
Q3 		$2.28M Buy
34,109
+6,599
+24% +$437K 0.02% 692
2019
Q2 		$1.83M Buy
27,510
+14,330
+109% +$940K 0.02% 754
2019
Q1 		$858K Buy
13,180
+4,112
+45% +$259K 0.01% 1118
2018
Q4 		$518K Buy
9,068
+4,027
+80% +$250K 0.01% 1298
2018
Q3 		$339K Buy
5,041
+1,099
+28% +$73.6K ﹤0.01% 1719
2018
Q2 		$256K Buy
3,942
+272
+7% +$17.5K ﹤0.01% 1846
2018
Q1 		$233K Buy
+3,670
New +$236K ﹤0.01% 1860

Other funds holding JPME

RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $138M AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Cambridge Investment Research Advisors's JPME Position: Q2 2026 in Review

Cambridge Investment Research Advisors sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q2 2026, closing a stake of 123,160 shares — an estimated $14.1M sold.

Cambridge Investment Research Advisors first reported a position in JPME in Q1 2018 and held it in 33 quarters. The position peaked at $14.1M in Q1 2026. 30 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

  • Cambridge Investment Research Advisors reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 123,160 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2026, an estimated $14.1M.
  • Cambridge Investment Research Advisors first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q1 2018 and held it in 33 quarters.
  • Cambridge Investment Research Advisors's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $14.1M in Q1 2026.
  • 30 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.