Empirical Asset Management’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Empirical Asset Management’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	$1.7M	Sell	14,887 -1,290	-8%	-$148K	0.45%	47
2025 Q4	$1.76M	Buy	16,177 +6,306	+64%	+$682K	0.5%	45
2025 Q3	$1.07M	Buy	+9,871	New	+$1.05M	0.3%	85
2024 Q3	–	Sell	-7,478	Closed	-$712K	–	336
2024 Q2	$712K	Sell	7,478 -4,049	-35%	-$389K	0.27%	102
2024 Q1	$1.14M	Sell	11,527 -745	-6%	-$69.5K	0.55%	47
2023 Q4	$1.13M	Sell	12,272 -187	-2%	-$16K	0.92%	25
2023 Q3	$1.04M	Sell	12,459 -142	-1%	-$12.5K	0.91%	25
2023 Q2	$1.11M	Buy	12,601 +545	+5%	+$46.4K	0.98%	28
2023 Q1	$1.03M	Buy	12,056 +6,602	+121%	+$573K	0.99%	29
2022 Q4	$459K	Buy	5,454 +808	+17%	+$67.6K	0.48%	85
2022 Q3	$355K	Buy	4,646 +1,854	+66%	+$157K	0.39%	103
2022 Q2	$225K	Buy	+2,792	New	+$245K	0.24%	138

Other funds holding JPME

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Empirical Asset Management's JPME Position: Q1 2026 in Review

Empirical Asset Management reduced its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 8% in Q1 2026, selling an estimated $148K and leaving 14,887 shares worth $1.7M. The position accounts for 0.45% of the portfolio, ranked #47.

Empirical Asset Management first reported a position in JPME in Q2 2022 and has held it in 12 quarters since. The position peaked at $1.76M in Q4 2025. 110 funds tracked by Wall St. Rank hold JPME as of Q1 2026.

Empirical Asset Management held 14,887 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $1.7M as of Q1 2026.
Empirical Asset Management sold 1,290 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q1 2026, an estimated $148K.
JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.45% of Empirical Asset Management's portfolio in Q1 2026, its #47 holding.
Empirical Asset Management first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q2 2022 and has held it in 12 quarters since.
Empirical Asset Management's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $1.76M in Q4 2025.
110 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.