Citigroup
JPME icon

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
Q2 		– Sell
-450
Closed -$51.5K – 6006
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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
MWM
Manske Wealth Management Houston, Texas $403M AUM 27.32% 1-Year Est. Return

Citigroup's JPME Position: Q2 2026 in Review

Citigroup sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q2 2026, closing a stake of 450 shares — an estimated $51.5K sold.

Citigroup first reported a position in JPME in Q2 2020 and held it in 20 quarters. The position peaked at $192K in Q3 2020. 107 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

  • Citigroup reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Citigroup sold 450 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2026, an estimated $51.5K.
  • Citigroup first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q2 2020 and held it in 20 quarters.
  • Citigroup's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $192K in Q3 2020.
  • 107 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.