CAS
JPME icon

Coppell Advisory Solutions’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-198
Closed -$20.3K – 1140
2024
Q4 		$20.3K Hold
198
– – ﹤0.01% 886
2024
Q3 		$20.7K Hold
198
– – ﹤0.01% 864
2024
Q2 		$18.8K Buy
+198
New +$19K ﹤0.01% 814

Other funds holding JPME

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Coppell Advisory Solutions's JPME Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q1 2025, closing a stake of 198 shares — an estimated $20.3K sold.

Coppell Advisory Solutions first reported a position in JPME in Q2 2024 and held it in 3 quarters. The position peaked at $20.7K in Q3 2024. 86 funds tracked by Wall St. Rank hold JPME as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 198 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q1 2025, an estimated $20.3K.
  • Coppell Advisory Solutions first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $20.7K in Q3 2024.
  • 86 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.