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Cetera Advisor Networks’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$415K Buy
+4,191
New +$391K ﹤0.01% 2053
2020
Q3 		– Sell
-755
Closed -$46K – 2158
2020
Q2 		$46K Buy
+755
New +$43.3K ﹤0.01% 1948

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
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
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Cetera Advisor Networks's JPME Position: Q1 2024 in Review

Cetera Advisor Networks opened a new position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q1 2024: 4,191 shares worth $415K. The stake represents ﹤0.01% of the portfolio and ranks #2053 among its holdings. This is a return to the name: Cetera Advisor Networks previously reported a position in JPME as recently as Q2 2020.

Cetera Advisor Networks first reported a position in JPME in Q2 2020 and has held it in 2 quarters since. 79 funds tracked by Wall St. Rank hold JPME as of Q1 2024.

  • Cetera Advisor Networks held 4,191 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $415K as of Q1 2024.
  • JPMorgan Diversified Return US Mid Cap Equity ETF was a new Cetera Advisor Networks position in Q1 2024.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2053 holding.
  • Cetera Advisor Networks first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q2 2020 and has held it in 2 quarters since.
  • 79 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.