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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

MWM

Manske Wealth Management Houston, Texas $403M AUM 27.32% 1-Year Est. Return

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. 107 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.
107 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.