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 Q2	$224K	Sell	1,802 -3	-0.2%	-$363	﹤0.01%	4597
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 New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

MWM

Manske Wealth Management Houston, Texas $403M AUM 27.32% 1-Year Est. Return

Envestnet Asset Management's JPME Position: Q2 2026 in Review

Envestnet Asset Management reduced its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 0.17% in Q2 2026, selling an estimated $363 and leaving 1,802 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #4597.

Envestnet Asset Management first reported a position in JPME in Q2 2019 and has held it in 18 quarters since. The position peaked at $1.45M in Q3 2023. 107 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

Envestnet Asset Management held 1,802 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $224K as of Q2 2026.
Envestnet Asset Management sold 3 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2026, an estimated $363.
JPMorgan Diversified Return US Mid Cap Equity ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4597 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 18 quarters since.
Envestnet Asset Management's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $1.45M in Q3 2023.
107 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.