Concourse Financial Group Securities’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Concourse Financial Group Securities’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
2023 Q2	–	Sell	-708	Closed	-$60.2K	–	2405
2023 Q1	$60.7K	Hold	708	–	–	﹤0.01%	1020
2022 Q4	$59.6K	Hold	708	–	–	﹤0.01%	1008
2022 Q3	$54K	Sell	708 -220	-24%	-$18.7K	0.01%	930
2022 Q2	$75K	Buy	+928	New	+$81.6K	0.01%	923

Other funds holding JPME

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

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

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

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

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Concourse Financial Group Securities's JPME Position: Q2 2023 in Review

Concourse Financial Group Securities sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q2 2023, closing a stake of 708 shares — an estimated $60.2K sold.

Concourse Financial Group Securities first reported a position in JPME in Q2 2022 and held it in 4 quarters. The position peaked at $75K in Q2 2022. 61 funds tracked by Wall St. Rank hold JPME as of Q2 2023.

Concourse Financial Group Securities reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q2 2023 after selling out during the quarter.
Concourse Financial Group Securities sold 708 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2023, an estimated $60.2K.
Concourse Financial Group Securities first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q2 2022 and held it in 4 quarters.
Concourse Financial Group Securities's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $75K in Q2 2022.
61 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2023.

Based on Concourse Financial Group Securities's 13F filing for Q2 2023, filed 10 Aug 2023.