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

CoreCap 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
2026 Q2	–	Sell	-5,059	Closed	-$579K	–	3238
2026 Q1	$579K	Sell	5,059 -201	-4%	-$23.1K	0.02%	485
2025 Q4	$572K	Buy	5,260 +1,159	+28%	+$125K	0.02%	486
2025 Q3	$445K	Buy	+4,101	New	+$437K	0.02%	552
2022 Q1	–	Sell	-9,912	Closed	-$946K	–	1335
2021 Q4	$946K	Buy	+9,912	New	+$917K	0.06%	237

Other funds holding JPME

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

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

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

CFG

Cassilly Financial Group Severna Park, Maryland $138M AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

GCM

Gallacher Capital Management Lone Tree, Colorado $178M AUM 29.29% 1-Year Est. Return

BPW

BlueDoor Private Wealth Beverly, Massachusetts $238M AUM

CoreCap Advisors's JPME Position: Q2 2026 in Review

CoreCap Advisors sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q2 2026, closing a stake of 5,059 shares — an estimated $579K sold.

CoreCap Advisors first reported a position in JPME in Q4 2021 and held it in 4 quarters. The position peaked at $946K in Q4 2021. 14 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

CoreCap Advisors reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
CoreCap Advisors sold 5,059 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2026, an estimated $579K.
CoreCap Advisors first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2021 and held it in 4 quarters.
CoreCap Advisors's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $946K in Q4 2021.
14 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.