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Fortis Capital Advisors’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Fortis Capital 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
2023
Q2 		– Sell
-948
Closed -$81.3K – 388
2023
Q1 		$81.3K Buy
948
+1
+0.1% +$87 0.04% 220
2022
Q4 		$79.7K Buy
+947
New +$79.3K 0.05% 247

Other funds holding JPME

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
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
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

Fortis Capital Advisors's JPME Position: Q2 2023 in Review

Fortis Capital Advisors sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q2 2023, closing a stake of 948 shares — an estimated $81.3K sold.

Fortis Capital Advisors first reported a position in JPME in Q4 2022 and held it in 2 quarters. The position peaked at $81.3K in Q1 2023. 61 funds tracked by Wall St. Rank hold JPME as of Q2 2023.

  • Fortis Capital Advisors reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 948 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2023, an estimated $81.3K.
  • Fortis Capital Advisors first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $81.3K in Q1 2023.
  • 61 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.