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Cassilly Financial Group’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Cassilly Financial Group’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
Q3 		$2.01M Buy
16,878
+825
+5% +$103K 1.35% 20
2026
Q2 		$1.99M Buy
16,053
+426
+3% +$51.6K 1.45% 19
2026
Q1 		$1.79M Buy
15,627
+292
+2% +$33.6K 1.55% 22
2025
Q4 		$1.67M Buy
+15,335
New +$1.66M 1.47% 22

Other funds holding JPME

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cassilly Financial Group's JPME Position: Q3 2026 in Review

Cassilly Financial Group increased its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 5.1% in Q3 2026, buying an estimated $103K and bringing the position to 16,878 shares worth $2.01M. The position accounts for 1.35% of the portfolio, ranked #20.

Cassilly Financial Group first reported a position in JPME in Q4 2025 and has held it in 4 quarters since. 4 funds tracked by Wall St. Rank hold JPME as of Q3 2026.

  • Cassilly Financial Group held 16,878 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $2.01M as of Q3 2026.
  • Cassilly Financial Group bought 825 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q3 2026, an estimated $103K.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up 1.35% of Cassilly Financial Group's portfolio in Q3 2026, its #20 holding.
  • Cassilly Financial Group first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • 4 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.