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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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
MWM
Manske Wealth Management Houston, Texas $403M AUM 27.32% 1-Year Est. Return

Cassilly Financial Group's JPME Position: Q2 2026 in Review

Cassilly Financial Group increased its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 2.7% in Q2 2026, buying an estimated $51.6K and bringing the position to 16,053 shares worth $1.99M. The position accounts for 1.45% of the portfolio, ranked #19.

Cassilly Financial Group first reported a position in JPME in Q4 2025 and has held it in 3 quarters since. 105 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

  • Cassilly Financial Group held 16,053 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $1.99M as of Q2 2026.
  • Cassilly Financial Group bought 426 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2026, an estimated $51.6K.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up 1.45% of Cassilly Financial Group's portfolio in Q2 2026, its #19 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 3 quarters since.
  • 105 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

Based on Cassilly Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.