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First Trust Direct Indexing’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

First Trust Direct Indexing’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
2024
Q4 		– Sell
-2,011
Closed -$211K – 476
2024
Q3 		$211K Buy
+2,011
New +$201K 0.01% 895

Other funds holding JPME

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

First Trust Direct Indexing's JPME Position: Q4 2024 in Review

First Trust Direct Indexing sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q4 2024, closing a stake of 2,011 shares — an estimated $211K sold.

First Trust Direct Indexing first reported a position in JPME in Q3 2024 and held it in 1 quarter. The position peaked at $211K in Q3 2024. 88 funds tracked by Wall St. Rank hold JPME as of Q4 2024.

  • First Trust Direct Indexing reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 2,011 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q4 2024, an estimated $211K.
  • First Trust Direct Indexing first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q3 2024 and held it in 1 quarter.
  • First Trust Direct Indexing's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $211K in Q3 2024.
  • 88 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.