Capital Investment Advisory Services’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$10.2K Sell
82
-4
-5% -$484 ﹤0.01% 1155
2026
Q1
$9.85K Buy
86
+80
+1,333% +$9.2K ﹤0.01% 1061
2025
Q4
$652 Buy
+6
New +$649 ﹤0.01% 1154

Other funds holding JPME

Capital Investment Advisory Services's JPME Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 4.7% in Q2 2026, selling an estimated $484 and leaving 82 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

Capital Investment Advisory Services first reported a position in JPME in Q4 2025 and has held it in 3 quarters since. 89 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

  • Capital Investment Advisory Services held 82 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $10.2K as of Q2 2026.
  • Capital Investment Advisory Services sold 4 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2026, an estimated $484.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1155 holding.
  • Capital Investment Advisory Services first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 89 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.