Envestnet Asset Management
JPME icon

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

Envestnet 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 		$207K Sell
1,805
-309
-15% -$35.5K ﹤0.01% 4494
2025
Q4 		$230K Sell
2,114
-558
-21% -$60.3K ﹤0.01% 4191
2025
Q3 		$290K Sell
2,672
-8,273
-76% -$881K ﹤0.01% 4106
2025
Q2 		$1.13M Buy
10,945
+1,070
+11% +$107K ﹤0.01% 3207
2025
Q1 		$993K Buy
9,875
+133
+1% +$13.7K ﹤0.01% 3213
2024
Q4 		$998K Buy
9,742
+163
+2% +$17.3K ﹤0.01% 3177
2024
Q3 		$1.01M Sell
9,579
-2,636
-22% -$264K ﹤0.01% 3132
2024
Q2 		$1.16M Buy
12,215
+76
+0.6% +$7.3K ﹤0.01% 2930
2024
Q1 		$1.2M Sell
12,139
-1,228
-9% -$115K ﹤0.01% 2910
2023
Q4 		$1.23M Sell
13,367
-3,953
-23% -$338K ﹤0.01% 2790
2023
Q3 		$1.45M Buy
17,320
+10,436
+152% +$918K ﹤0.01% 2551
2023
Q2 		$608K Buy
6,884
+456
+7% +$38.8K ﹤0.01% 3100
2023
Q1 		$551K Buy
6,428
+2,530
+65% +$220K ﹤0.01% 3076
2022
Q4 		$328K Buy
+3,898
New +$326K ﹤0.01% 3362
2020
Q1 		– Sell
-3,018
Closed -$213K – 3060
2019
Q4 		$213K Buy
3,018
+31
+1% +$2.11K ﹤0.01% 2898
2019
Q3 		$200K Sell
2,987
-45
-1% -$2.98K ﹤0.01% 2869
2019
Q2 		$201K Buy
+3,032
New +$199K ﹤0.01% 2886

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

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

Envestnet Asset Management reduced its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 15% in Q1 2026, selling an estimated $35.5K and leaving 1,805 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #4494.

Envestnet Asset Management first reported a position in JPME in Q2 2019 and has held it in 17 quarters since. The position peaked at $1.45M in Q3 2023. 110 funds tracked by Wall St. Rank hold JPME as of Q1 2026.

  • Envestnet Asset Management held 1,805 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $207K as of Q1 2026.
  • Envestnet Asset Management sold 309 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q1 2026, an estimated $35.5K.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #4494 holding.
  • Envestnet Asset Management first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q2 2019 and has held it in 17 quarters since.
  • Envestnet Asset Management's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $1.45M in Q3 2023.
  • 110 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.