Dynamic Advisor Solutions
JPME icon

Dynamic Advisor Solutions’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Dynamic Advisor Solutions’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
Q3 		$2.32M Buy
19,478
+971
+5% +$122K 0.07% 285
2026
Q2 		$2.3M Sell
18,507
-1,464
-7% -$177K 0.07% 303
2026
Q1 		$2.29M Sell
19,971
-133,681
-87% -$15.4M 0.07% 279
2025
Q4 		$16.7M Sell
153,652
-1,956
-1% -$211K 0.54% 43
2025
Q3 		$16.9M Buy
155,608
+4,649
+3% +$495K 0.49% 49
2025
Q2 		$15.7M Buy
150,959
+11,267
+8% +$1.12M 0.48% 47
2025
Q1 		$14M Buy
139,692
+34,377
+33% +$3.55M 0.46% 51
2024
Q4 		$10.8M Buy
105,315
+8,774
+9% +$931K 0.47% 48
2024
Q3 		$10.1M Buy
96,541
+25,191
+35% +$2.52M 0.3% 74
2024
Q2 		$6.79M Buy
71,350
+1,944
+3% +$187K 0.21% 115
2024
Q1 		$6.88M Buy
69,406
+18,361
+36% +$1.71M 0.23% 105
2023
Q4 		$4.64M Buy
51,045
+8,236
+19% +$704K 0.17% 166
2023
Q3 		$3.58M Buy
42,809
+35,984
+527% +$3.17M 0.17% 165
2023
Q2 		$603K Sell
6,825
-5,123
-43% -$436K 0.03% 447
2023
Q1 		$1.03M Buy
11,948
+2,571
+27% +$223K 0.06% 310
2022
Q4 		$789K Buy
9,377
+6,199
+195% +$519K 0.05% 322
2022
Q3 		$243K Buy
+3,178
New +$270K 0.02% 579

Other funds holding JPME

RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Stonehaven Wealth & Tax Solutions
Stonehaven Wealth & Tax Solutions Appleton, Wisconsin $105M AUM 11.31% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Cassilly Financial Group
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Archford Capital Strategies
Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return
Richard P. Slaughter Associates
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Dynamic Advisor Solutions's JPME Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 5.2% in Q3 2026, buying an estimated $122K and bringing the position to 19,478 shares worth $2.32M. The position accounts for 0.07% of the portfolio, ranked #285.

Dynamic Advisor Solutions first reported a position in JPME in Q3 2022 and has held it in 17 quarters since. The position peaked at $16.9M in Q3 2025. 21 funds tracked by Wall St. Rank hold JPME as of Q3 2026.

  • Dynamic Advisor Solutions held 19,478 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $2.32M as of Q3 2026.
  • Dynamic Advisor Solutions bought 971 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q3 2026, an estimated $122K.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.07% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #285 holding.
  • Dynamic Advisor Solutions first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q3 2022 and has held it in 17 quarters since.
  • Dynamic Advisor Solutions's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $16.9M in Q3 2025.
  • 21 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.