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

Clearstead 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
2025
Q4 		– Sell
-229
Closed -$24.8K – 3016
2025
Q3 		$24.8K Hold
229
– – ﹤0.01% 1542
2025
Q2 		$23.7K Buy
+229
New +$22.8K ﹤0.01% 1556
2024
Q1 		– Sell
-323
Closed -$29.7K – 1592
2023
Q4 		$29.7K Buy
+323
New +$27.6K ﹤0.01% 868

Other funds holding JPME

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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Clearstead Advisors's JPME Position: Q4 2025 in Review

Clearstead Advisors sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q4 2025, closing a stake of 229 shares — an estimated $24.8K sold.

Clearstead Advisors first reported a position in JPME in Q4 2023 and held it in 3 quarters. The position peaked at $29.7K in Q4 2023. 102 funds tracked by Wall St. Rank hold JPME as of Q4 2025.

  • Clearstead Advisors reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 229 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q4 2025, an estimated $24.8K.
  • Clearstead Advisors first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2023 and held it in 3 quarters.
  • Clearstead Advisors's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $29.7K in Q4 2023.
  • 102 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.