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Cosner Financial Group’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Cosner Financial Group’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
Q1 		$688K Sell
6,009
-204
-3% -$23.5K 0.38% 26
2025
Q4 		$675K Buy
6,213
+9
+0.1% +$973 0.34% 28
2025
Q3 		$219K Buy
6,204
+5
+0.1% +$533 0.12% 36
2025
Q2 		$643K Sell
6,199
-24
-0.4% -$2.39K 0.36% 28
2025
Q1 		$626K Sell
6,223
-77
-1% -$7.96K 0.38% 28
2024
Q4 		$646K Buy
6,300
+34
+0.5% +$3.61K 0.41% 29
2024
Q3 		$658K Buy
6,266
+1
+0% +$100 0.42% 28
2024
Q2 		$596K Sell
6,265
-189
-3% -$18.1K 0.42% 25
2024
Q1 		$640K Buy
6,454
+15
+0.2% +$1.4K 0.46% 26
2023
Q4 		$592K Buy
+6,439
New +$550K 0.5% 27

Other funds holding JPME

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RW
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
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Cosner Financial Group's JPME Position: Q1 2026 in Review

Cosner Financial Group reduced its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 3.3% in Q1 2026, selling an estimated $23.5K and leaving 6,009 shares worth $688K. The position accounts for 0.38% of the portfolio, ranked #26.

Cosner Financial Group first reported a position in JPME in Q4 2023 and has held it in 10 quarters since. 110 funds tracked by Wall St. Rank hold JPME as of Q1 2026.

  • Cosner Financial Group held 6,009 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $688K as of Q1 2026.
  • Cosner Financial Group sold 204 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q1 2026, an estimated $23.5K.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.38% of Cosner Financial Group's portfolio in Q1 2026, its #26 holding.
  • Cosner Financial Group first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2023 and has held it in 10 quarters since.
  • 110 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2026.

Based on Cosner Financial Group's 13F filing for Q1 2026, filed 1 May 2026.