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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
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

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

Farther Finance Advisors's JPME Position: Q1 2026 in Review

Farther Finance Advisors reduced its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 6.1% in Q1 2026, selling an estimated $5.52K and leaving 745 shares worth $85.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2617.

Farther Finance Advisors first reported a position in JPME in Q1 2025 and has held it in 4 quarters since. The position peaked at $86.2K in Q4 2025. 110 funds tracked by Wall St. Rank hold JPME as of Q1 2026.

  • Farther Finance Advisors held 745 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $85.7K as of Q1 2026.
  • Farther Finance Advisors sold 48 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q1 2026, an estimated $5.52K.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q1 2026, its #2617 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 4 quarters since.
  • Farther Finance Advisors's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $86.2K in Q4 2025.
  • 110 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2026.

Based on Farther Finance Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.