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CIC Wealth’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

CIC Wealth’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 		– Sell
-4,667
Closed -$429K – 166
2023
Q4 		$429K Buy
+4,667
New +$399K 0.14% 101

Other funds holding JPME

Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 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

CIC Wealth's JPME Position: Q1 2024 in Review

CIC Wealth sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q1 2024, closing a stake of 4,667 shares — an estimated $429K sold.

CIC Wealth first reported a position in JPME in Q4 2023 and held it in 1 quarter. The position peaked at $429K in Q4 2023. 79 funds tracked by Wall St. Rank hold JPME as of Q1 2024.

  • CIC Wealth reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q1 2024 after selling out during the quarter.
  • CIC Wealth sold 4,667 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q1 2024, an estimated $429K.
  • CIC Wealth first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2023 and held it in 1 quarter.
  • CIC Wealth's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $429K in Q4 2023.
  • 79 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2024.

Based on CIC Wealth's 13F filing for Q1 2024, filed 15 Apr 2024.