Cerity Partners’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Cerity Partners’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	$10M	Sell	83,725 -3,945	-4%	-$495K	0.01%	797
2026 Q2	$10.9M	Sell	87,670 -4,804	-5%	-$582K	0.01%	723
2026 Q1	$10.6M	Sell	92,474 -1,986	-2%	-$228K	0.02%	664
2025 Q4	$10.3M	Sell	94,460 -4,460	-5%	-$482K	0.02%	627
2025 Q3	$10.7M	Sell	98,920 -1,242	-1%	-$132K	0.02%	552
2025 Q2	$10.4M	Sell	100,162 -602,494	-86%	-$60.1M	0.02%	516
2025 Q1	$70.7M	Buy	702,656 +14,582	+2%	+$1.51M	0.14%	146
2024 Q4	$70.5M	Sell	688,074 -4,206	-0.6%	-$446K	0.15%	140
2024 Q3	$72.7M	Buy	692,280 +11,183	+2%	+$1.12M	0.16%	140
2024 Q2	$64.8M	Buy	681,097 +9,751	+1%	+$936K	0.17%	131
2024 Q1	$66.6M	Sell	671,346 -2,475	-0.4%	-$231K	0.18%	126
2023 Q4	$61.9M	Sell	673,821 -10,445	-2%	-$893K	0.2%	116
2023 Q3	$57.2M	Sell	684,266 -110,471	-14%	-$9.7M	0.28%	95
2023 Q2	$70.2M	Buy	+794,737	New	+$67.6M	0.27%	85

Other funds holding JPME

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Manske Wealth Management Houston, Texas $427M AUM 20.62% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Cerity Partners's JPME Position: Q3 2026 in Review

Cerity Partners reduced its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 4.5% in Q3 2026, selling an estimated $495K and leaving 83,725 shares worth $10M. The position accounts for 0.01% of the portfolio, ranked #797.

Cerity Partners first reported a position in JPME in Q2 2023 and has held it in 14 quarters since. The position peaked at $72.7M in Q3 2024. 90 funds tracked by Wall St. Rank hold JPME as of Q3 2026.

Cerity Partners held 83,725 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $10M as of Q3 2026.
Cerity Partners sold 3,945 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q3 2026, an estimated $495K.
JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.01% of Cerity Partners's portfolio in Q3 2026, its #797 holding.
Cerity Partners first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q2 2023 and has held it in 14 quarters since.
Cerity Partners's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $72.7M in Q3 2024.
90 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q3 2026.

Based on Cerity Partners's 13F filing for Q3 2026, filed 13 Nov 2026.