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Farther Finance Advisors’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Farther Finance 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
Q2 		$79.9K Sell
643
-102
-14% -$12.3K ﹤0.01% 2888
2026
Q1 		$85.7K Sell
745
-48
-6% -$5.52K ﹤0.01% 2617
2025
Q4 		$86.2K Buy
793
+619
+356% +$66.9K ﹤0.01% 2438
2025
Q3 		$18.9K Buy
+174
New +$18.5K ﹤0.01% 3084
2025
Q2 		– Sell
-29
Closed -$2.92K – 4585
2025
Q1 		$2.92K Buy
+29
New +$3K ﹤0.01% 3245

Other funds holding JPME

RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $138M AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
GCM
Gallacher Capital Management Lone Tree, Colorado $178M AUM 29.29% 1-Year Est. Return

Farther Finance Advisors's JPME Position: Q2 2026 in Review

Farther Finance Advisors reduced its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 14% in Q2 2026, selling an estimated $12.3K and leaving 643 shares worth $79.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2888.

Farther Finance Advisors first reported a position in JPME in Q1 2025 and has held it in 5 quarters since. The position peaked at $86.2K in Q4 2025. 16 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

  • Farther Finance Advisors held 643 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $79.9K as of Q2 2026.
  • Farther Finance Advisors sold 102 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2026, an estimated $12.3K.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2888 holding.
  • Farther Finance Advisors first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • Farther Finance Advisors's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $86.2K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.