CAPTRUST Financial Advisors
JPME icon

CAPTRUST Financial Advisors’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

CAPTRUST Financial 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
2023
Q3 		– Sell
-2,549
Closed -$225K – 2669
2023
Q2 		$225K Sell
2,549
-547
-18% -$46.5K ﹤0.01% 2176
2023
Q1 		$266K Buy
3,096
+179
+6% +$15.5K ﹤0.01% 1839
2022
Q4 		$246K Buy
2,917
+123
+4% +$10.3K ﹤0.01% 1818
2022
Q3 		$213K Buy
+2,794
New +$237K ﹤0.01% 1786

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
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return

CAPTRUST Financial Advisors's JPME Position: Q3 2023 in Review

CAPTRUST Financial Advisors sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q3 2023, closing a stake of 2,549 shares — an estimated $225K sold.

CAPTRUST Financial Advisors first reported a position in JPME in Q3 2022 and held it in 4 quarters. The position peaked at $266K in Q1 2023. 66 funds tracked by Wall St. Rank hold JPME as of Q3 2023.

  • CAPTRUST Financial Advisors reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q3 2023 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 2,549 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q3 2023, an estimated $225K.
  • CAPTRUST Financial Advisors first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q3 2022 and held it in 4 quarters.
  • CAPTRUST Financial Advisors's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $266K in Q1 2023.
  • 66 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q3 2023.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.