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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
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

RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $138M AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Dynamic Advisor Solutions's JPME Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 7.3% in Q2 2026, selling an estimated $177K and leaving 18,507 shares worth $2.3M. The position accounts for 0.07% of the portfolio, ranked #303.

Dynamic Advisor Solutions first reported a position in JPME in Q3 2022 and has held it in 16 quarters since. The position peaked at $16.9M in Q3 2025. 28 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

  • Dynamic Advisor Solutions held 18,507 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $2.3M as of Q2 2026.
  • Dynamic Advisor Solutions sold 1,464 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2026, an estimated $177K.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.07% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #303 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 16 quarters since.
  • Dynamic Advisor Solutions's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $16.9M in Q3 2025.
  • 28 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.