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CoreFirst Bank & Trust’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

CoreFirst Bank & Trust’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
-156
Closed -$16K – 232
2024
Q4 		$16K Buy
+156
New +$16.5K 0.01% 279

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

CoreFirst Bank & Trust's JPME Position: Q1 2025 in Review

CoreFirst Bank & Trust sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q1 2025, closing a stake of 156 shares — an estimated $16K sold.

CoreFirst Bank & Trust first reported a position in JPME in Q4 2024 and held it in 1 quarter. The position peaked at $16K in Q4 2024. 86 funds tracked by Wall St. Rank hold JPME as of Q1 2025.

  • CoreFirst Bank & Trust reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
  • CoreFirst Bank & Trust sold 156 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q1 2025, an estimated $16K.
  • CoreFirst Bank & Trust first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2024 and held it in 1 quarter.
  • CoreFirst Bank & Trust's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $16K in Q4 2024.
  • 86 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2025.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2025, filed 29 Apr 2025.