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CreativeOne Wealth’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

CreativeOne Wealth’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 		$1.8M Sell
15,759
-1,087
-6% -$125K 0.04% 381
2025
Q4 		$1.83M Sell
16,846
-2,765
-14% -$299K 0.04% 354
2025
Q3 		$2.13M Sell
19,611
-52,902
-73% -$5.64M 0.05% 324
2025
Q2 		$7.52M Sell
72,513
-146,560
-67% -$14.6M 0.2% 99
2025
Q1 		$22M Sell
219,073
-7,402
-3% -$765K 0.66% 29
2024
Q4 		$23.2M Buy
226,475
+1,501
+0.7% +$159K 0.71% 28
2024
Q3 		$23.6M Buy
224,974
+53,029
+31% +$5.3M 0.8% 24
2024
Q2 		$16.4M Sell
171,945
-50,095
-23% -$4.81M 0.83% 23
2024
Q1 		$22M Buy
222,040
+62,360
+39% +$5.82M 0.88% 19
2023
Q4 		$14.7M Sell
159,680
-86,807
-35% -$7.42M 0.94% 19
2023
Q3 		$20.6M Sell
246,487
-108,756
-31% -$9.57M 1.48% 11
2023
Q2 		$31.4M Sell
355,243
-3,861
-1% -$329K 1.46% 12
2023
Q1 		$30.8M Buy
359,104
+7,539
+2% +$654K 1.52% 13
2022
Q4 		$29.6M Sell
351,565
-9,543
-3% -$799K 1.63% 11
2022
Q3 		$27.6M Buy
361,108
+11,789
+3% +$1M 1.66% 12
2022
Q2 		$28.2M Sell
349,319
-7,048
-2% -$620K 1.53% 15
2022
Q1 		$33.3M Buy
356,367
+65,280
+22% +$5.96M 1.73% 12
2021
Q4 		$27.8M Buy
291,087
+17,902
+7% +$1.66M 1.37% 14
2021
Q3 		$23.9M Sell
273,185
-14,534
-5% -$1.3M 1.4% 11
2021
Q2 		$25.3M Sell
287,719
-182,839
-39% -$15.9M 1.56% 11
2021
Q1 		$39M Buy
470,558
+3,885
+0.8% +$309K 2.95% 7
2020
Q4 		$35.1M Buy
466,673
+22,133
+5% +$1.56M 2.91% 8
2020
Q3 		$28.5M Buy
444,540
+23,119
+5% +$1.48M 3.96% 5
2020
Q2 		$25.4M Buy
421,421
+37,369
+10% +$2.14M 3.95% 5
2020
Q1 		$19.1M Buy
384,052
+8,505
+2% +$546K 3.66% 5
2019
Q4 		$26.5M Buy
375,547
+9,584
+3% +$653K 4.48% 4
2019
Q3 		$24.5M Buy
365,963
+4,918
+1% +$326K 4.72% 4
2019
Q2 		$24M Buy
361,045
+30,434
+9% +$2M 5.04% 4
2019
Q1 		$21.5M Buy
330,611
+31,646
+11% +$1.99M 5.62% 4
2018
Q4 		$17.1M Buy
298,965
+22,353
+8% +$1.39M 5.75% 4
2018
Q3 		$18.6M Buy
276,612
+23,251
+9% +$1.56M 6.87% 4
2018
Q2 		$16.4M Buy
253,361
+42,584
+20% +$2.74M 7.07% 4
2018
Q1 		$13.4M Buy
+210,777
New +$13.6M 6.66% 5

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 $94.2B AUM 21.24% 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 $38.8B AUM 21.88% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 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 $357M AUM 20.31% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

CreativeOne Wealth's JPME Position: Q1 2026 in Review

CreativeOne Wealth reduced its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 6.5% in Q1 2026, selling an estimated $125K and leaving 15,759 shares worth $1.8M. The position accounts for 0.04% of the portfolio, ranked #381.

CreativeOne Wealth first reported a position in JPME in Q1 2018 and has held it in 33 quarters since. The position peaked at $39M in Q1 2021. 110 funds tracked by Wall St. Rank hold JPME as of Q1 2026.

  • CreativeOne Wealth held 15,759 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $1.8M as of Q1 2026.
  • CreativeOne Wealth sold 1,087 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q1 2026, an estimated $125K.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.04% of CreativeOne Wealth's portfolio in Q1 2026, its #381 holding.
  • CreativeOne Wealth first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q1 2018 and has held it in 33 quarters since.
  • CreativeOne Wealth's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $39M in Q1 2021.
  • 110 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.