Citadel Advisors’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Citadel Advisors’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 Q1	$777K	Sell	6,788 -7,561	-53%	-$869K	﹤0.01%	8256
2025 Q4	$1.56M	Buy	+14,349	New	+$1.55M	﹤0.01%	6423
2024 Q3	–	Sell	-5,276	Closed	-$502K	–	14767
2024 Q2	$502K	Buy	+5,276	New	+$507K	﹤0.01%	8043
2024 Q1	–	Sell	-15,230	Closed	-$1.4M	–	15043
2023 Q4	$1.4M	Buy	+15,230	New	+$1.3M	﹤0.01%	6020
2023 Q2	–	Sell	-8,143	Closed	-$699K	–	14809
2023 Q1	$699K	Buy	+8,143	New	+$707K	﹤0.01%	7577
2022 Q4	–	Sell	-7,900	Closed	-$604K	–	15182
2022 Q3	$604K	Sell	7,900 -7	-0.1%	-$594	﹤0.01%	8052
2022 Q2	$638K	Buy	+7,907	New	+$695K	﹤0.01%	8096
2021 Q2	–	Sell	-40,130	Closed	-$3.32M	–	14047
2021 Q1	$3.32M	Buy	+40,130	New	+$3.19M	﹤0.01%	5197
2020 Q3	–	Sell	-89,224	Closed	-$5.39M	–	10410
2020 Q2	$5.39M	Buy	+89,224	New	+$5.11M	﹤0.01%	2994
2019 Q2	–	Sell	-5,239	Closed	-$341K	–	9521
2019 Q1	$341K	Buy	+5,239	New	+$330K	﹤0.01%	7422
2018 Q4	–	Sell	-42,495	Closed	-$2.85M	–	9455
2018 Q3	$2.85M	Buy	+42,495	New	+$2.85M	﹤0.01%	3810
2018 Q1	–	Sell	-21,641	Closed	-$1.38M	–	8533
2017 Q4	$1.38M	Buy	+21,641	New	+$1.36M	﹤0.01%	4156
2016 Q4	–	Sell	-32,448	Closed	-$1.72M	–	7561
2016 Q3	$1.72M	Buy	+32,448	New	+$1.72M	﹤0.01%	3144

Other funds holding JPME

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

MWM

Manske Wealth Management Houston, Texas $357M AUM 20.31% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Citadel Advisors's JPME Position: Q1 2026 in Review

Citadel Advisors reduced its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 53% in Q1 2026, selling an estimated $869K and leaving 6,788 shares worth $777K. The position accounts for ﹤0.01% of the portfolio, ranked #8256.

Citadel Advisors first reported a position in JPME in Q3 2016 and has held it in 13 quarters since. The position peaked at $5.39M in Q2 2020. 110 funds tracked by Wall St. Rank hold JPME as of Q1 2026.

Citadel Advisors held 6,788 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $777K as of Q1 2026.
Citadel Advisors sold 7,561 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q1 2026, an estimated $869K.
JPMorgan Diversified Return US Mid Cap Equity ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #8256 holding.
Citadel Advisors first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q3 2016 and has held it in 13 quarters since.
Citadel Advisors's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $5.39M in Q2 2020.
110 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.