Cary Street Partners Investment Advisory’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Cary Street Partners Investment Advisory’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 Q4	–	Sell	-505	Closed	-$42.2K	–	1252
2023 Q3	$42.2K	Hold	505	–	–	﹤0.01%	910
2023 Q2	$44.6K	Sell	505 -20	-4%	-$1.7K	﹤0.01%	849
2023 Q1	$45K	Sell	525 -45	-8%	-$3.9K	﹤0.01%	773
2022 Q4	$48K	Buy	+570	New	+$47.7K	﹤0.01%	756

Other funds holding JPME

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 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

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

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cary Street Partners Investment Advisory's JPME Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q4 2023, closing a stake of 505 shares — an estimated $42.2K sold.

Cary Street Partners Investment Advisory first reported a position in JPME in Q4 2022 and held it in 4 quarters. The position peaked at $48K in Q4 2022. 75 funds tracked by Wall St. Rank hold JPME as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 505 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q4 2023, an estimated $42.2K.
Cary Street Partners Investment Advisory first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2022 and held it in 4 quarters.
Cary Street Partners Investment Advisory's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $48K in Q4 2022.
75 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.