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Contravisory Investment Management’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Contravisory Investment Management’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
2024
Q1 		– Sell
-86
Closed -$7.9K – 369
2023
Q4 		$7.9K Buy
+86
New +$7.35K ﹤0.01% 326

Other funds holding JPME

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
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
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Contravisory Investment Management's JPME Position: Q1 2024 in Review

Contravisory Investment Management sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q1 2024, closing a stake of 86 shares — an estimated $7.9K sold.

Contravisory Investment Management first reported a position in JPME in Q4 2023 and held it in 1 quarter. The position peaked at $7.9K in Q4 2023. 79 funds tracked by Wall St. Rank hold JPME as of Q1 2024.

  • Contravisory Investment Management reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Contravisory Investment Management sold 86 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q1 2024, an estimated $7.9K.
  • Contravisory Investment Management first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2023 and held it in 1 quarter.
  • Contravisory Investment Management's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $7.9K in Q4 2023.
  • 79 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2024.

Based on Contravisory Investment Management's 13F filing for Q1 2024, filed 11 Apr 2024.