Flow Traders U.S.’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Flow Traders U.S.’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
2023 Q4	–	Sell	-3,103	Closed	-$260K	–	983
2023 Q3	$260K	Sell	3,103 -1,387	-31%	-$122K	0.01%	649
2023 Q2	$396K	Buy	+4,490	New	+$382K	0.02%	570
2021 Q4	–	Sell	-4,779	Closed	-$418K	–	965
2021 Q3	$418K	Buy	+4,779	New	+$426K	0.02%	746

Other funds holding JPME

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Flow Traders U.S.'s JPME Position: Q4 2023 in Review

Flow Traders U.S. sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q4 2023, closing a stake of 3,103 shares — an estimated $260K sold.

Flow Traders U.S. first reported a position in JPME in Q3 2021 and held it in 3 quarters. The position peaked at $418K in Q3 2021. 75 funds tracked by Wall St. Rank hold JPME as of Q4 2023.

Flow Traders U.S. reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q4 2023 after selling out during the quarter.
Flow Traders U.S. sold 3,103 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q4 2023, an estimated $260K.
Flow Traders U.S. first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q3 2021 and held it in 3 quarters.
Flow Traders U.S.'s JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $418K in Q3 2021.
75 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q4 2023.

Based on Flow Traders U.S.'s 13F filing for Q4 2023, filed 14 Feb 2024.