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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$301K Buy
2,424
+4
+0.2% +$484 0.01% 798
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

EverSource Wealth Advisors's JPME Position: Q2 2026 in Review

EverSource Wealth Advisors increased its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 0.17% in Q2 2026, buying an estimated $484 and bringing the position to 2,424 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #798.

EverSource Wealth Advisors first reported a position in JPME in Q4 2023 and has held it in 11 quarters since. The position peaked at $590K in Q2 2024. 107 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

  • EverSource Wealth Advisors held 2,424 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $301K as of Q2 2026.
  • EverSource Wealth Advisors bought 4 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2026, an estimated $484.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #798 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 11 quarters since.
  • EverSource Wealth Advisors's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $590K in Q2 2024.
  • 107 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.