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

Citigroup’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	$51.5K	Hold	450	–	–	﹤0.01%	4516
2025 Q4	$48.9K	Sell	450 -20	-4%	-$2.16K	﹤0.01%	4585
2025 Q3	$51K	Hold	470	–	–	﹤0.01%	4488
2025 Q2	$48.7K	Sell	470 -35	-7%	-$3.49K	﹤0.01%	4768
2025 Q1	$50.8K	Hold	505	–	–	﹤0.01%	4862
2024 Q4	$51.7K	Hold	505	–	–	﹤0.01%	5079
2024 Q3	$53K	Hold	505	–	–	﹤0.01%	5006
2024 Q2	$48.1K	Hold	505	–	–	﹤0.01%	4602
2024 Q1	$50.1K	Buy	505 +150	+42%	+$14K	﹤0.01%	4624
2023 Q4	$32.6K	Hold	355	–	–	﹤0.01%	4741
2023 Q3	$29.7K	Buy	355 +100	+39%	+$8.8K	﹤0.01%	4283
2023 Q2	$22.5K	Hold	255	–	–	﹤0.01%	4929
2023 Q1	$21.9K	Hold	255	–	–	﹤0.01%	4485
2022 Q4	$21.5K	Hold	255	–	–	﹤0.01%	4566
2022 Q3	$19K	Hold	255	–	–	﹤0.01%	4764
2022 Q2	$21K	Sell	255 -124	-33%	-$10.9K	﹤0.01%	4972
2022 Q1	$35K	Hold	379	–	–	﹤0.01%	4891
2021 Q4	$36K	Buy	+379	New	+$35.1K	﹤0.01%	5210
2020 Q4	–	Sell	-2,994	Closed	-$192K	–	7497
2020 Q3	$192K	Hold	2,994	–	–	﹤0.01%	4642
2020 Q2	$181K	Buy	+2,994	New	+$172K	﹤0.01%	5089

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

Citigroup's JPME Position: Q1 2026 in Review

Citigroup held its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) position steady in Q1 2026 at 450 shares worth $51.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4516.

Citigroup first reported a position in JPME in Q2 2020 and has held it in 20 quarters since. The position peaked at $192K in Q3 2020. 110 funds tracked by Wall St. Rank hold JPME as of Q1 2026.

Citigroup held 450 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $51.5K as of Q1 2026.
Citigroup left its JPMorgan Diversified Return US Mid Cap Equity ETF share count unchanged in Q1 2026.
JPMorgan Diversified Return US Mid Cap Equity ETF made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #4516 holding.
Citigroup first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q2 2020 and has held it in 20 quarters since.
Citigroup's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $192K in Q3 2020.
110 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.