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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
Q2 		$721K Sell
5,807
-202
-3% -$24.5K 0.37% 26
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 $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cerity Partners
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
MWM
Manske Wealth Management Houston, Texas $403M AUM 27.32% 1-Year Est. Return

Cosner Financial Group's JPME Position: Q2 2026 in Review

Cosner Financial Group reduced its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 3.4% in Q2 2026, selling an estimated $24.5K and leaving 5,807 shares worth $721K. The position accounts for 0.37% of the portfolio, ranked #26.

Cosner Financial Group first reported a position in JPME in Q4 2023 and has held it in 11 quarters since. 107 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

  • Cosner Financial Group held 5,807 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $721K as of Q2 2026.
  • Cosner Financial Group sold 202 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2026, an estimated $24.5K.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.37% of Cosner Financial Group's portfolio in Q2 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 11 quarters since.
  • 107 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

Based on Cosner Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.