EWA
JPME icon

EverSource Wealth Advisors’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

EverSource Wealth Advisors’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 		$277K Sell
2,420
-70
-3% -$8.05K 0.01% 883
2025
Q4 		$271K Sell
2,490
-5
-0.2% -$541 0.01% 816
2025
Q3 		$271K Sell
2,495
-81
-3% -$8.63K 0.01% 771
2025
Q2 		$267K Sell
2,576
-176
-6% -$17.6K 0.01% 731
2025
Q1 		$277K Sell
2,752
-143
-5% -$14.8K 0.02% 550
2024
Q4 		$297K Sell
2,895
-504
-15% -$53.5K 0.02% 509
2024
Q3 		$357K Sell
3,399
-2,446
-42% -$245K 0.02% 401
2024
Q2 		$590K Buy
5,845
+4,046
+225% +$388K 0.04% 284
2024
Q1 		$169K Sell
1,799
-219
-11% -$20.4K 0.01% 546
2023
Q4 		$185K Buy
+2,018
New +$172K 0.02% 449

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

EverSource Wealth Advisors's JPME Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 2.8% in Q1 2026, selling an estimated $8.05K and leaving 2,420 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #883.

EverSource Wealth Advisors first reported a position in JPME in Q4 2023 and has held it in 10 quarters since. The position peaked at $590K in Q2 2024. 110 funds tracked by Wall St. Rank hold JPME as of Q1 2026.

  • EverSource Wealth Advisors held 2,420 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $277K as of Q1 2026.
  • EverSource Wealth Advisors sold 70 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q1 2026, an estimated $8.05K.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #883 holding.
  • EverSource Wealth Advisors first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2023 and has held it in 10 quarters since.
  • EverSource Wealth Advisors's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $590K in Q2 2024.
  • 110 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.