Disciplined Investments’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Disciplined Investments’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
2023 Q3	–	Sell	-24	Closed	-$2.14K	–	844
2023 Q2	$2.14K	Hold	24	–	–	﹤0.01%	641
2023 Q1	$2.07K	Hold	24	–	–	﹤0.01%	647
2022 Q4	$2.02K	Hold	24	–	–	﹤0.01%	616
2022 Q3	$2K	Hold	24	–	–	﹤0.01%	662
2022 Q2	$2K	Buy	24 +1	+4%	+$88	﹤0.01%	676
2022 Q1	$2K	Sell	23 -1	-4%	-$91	﹤0.01%	722
2021 Q4	$2K	Buy	24 +1	+4%	+$93	﹤0.01%	448
2021 Q3	$2K	Hold	23	–	–	﹤0.01%	399
2021 Q2	$2K	Hold	23	–	–	﹤0.01%	382
2021 Q1	$2K	Hold	23	–	–	﹤0.01%	336
2020 Q4	$2K	Hold	23	–	–	﹤0.01%	288
2020 Q3	$1K	Hold	23	–	–	﹤0.01%	379
2020 Q2	$1K	Buy	+23	New	+$1.32K	﹤0.01%	384

Other funds holding JPME

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return

Disciplined Investments's JPME Position: Q3 2023 in Review

Disciplined Investments sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q3 2023, closing a stake of 24 shares — an estimated $2.14K sold.

Disciplined Investments first reported a position in JPME in Q2 2020 and held it in 13 quarters. The position peaked at $2.14K in Q2 2023. 66 funds tracked by Wall St. Rank hold JPME as of Q3 2023.

Disciplined Investments reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 24 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q3 2023, an estimated $2.14K.
Disciplined Investments first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q2 2020 and held it in 13 quarters.
Disciplined Investments's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $2.14K in Q2 2023.
66 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.