Frazier Financial Advisors’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Frazier Financial 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	$729	Hold	6	–	–	﹤0.01%	652
2025 Q4	$690	Hold	6	–	–	﹤0.01%	595
2025 Q3	$684	Hold	6	–	–	﹤0.01%	567
2025 Q2	$650	Hold	6	–	–	﹤0.01%	551
2025 Q1	$627	Hold	6	–	–	﹤0.01%	533
2024 Q4	$636	Hold	6	–	–	﹤0.01%	561
2024 Q3	$649	Hold	6	–	–	﹤0.01%	769
2024 Q2	$585	Hold	6	–	–	﹤0.01%	893
2024 Q1	$607	Sell	6 -235	-98%	-$21.9K	﹤0.01%	831
2023 Q4	$22.1K	Buy	+241	New	+$20.6K	0.02%	223

Other funds holding JPME

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Frazier Financial Advisors's JPME Position: Q1 2026 in Review

Frazier Financial Advisors held its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) position steady in Q1 2026 at 6 shares worth $729. The position accounts for ﹤0.01% of the portfolio, ranked #652.

Frazier Financial Advisors first reported a position in JPME in Q4 2023 and has held it in 10 quarters since. The position peaked at $22.1K in Q4 2023. 110 funds tracked by Wall St. Rank hold JPME as of Q1 2026.

Frazier Financial Advisors held 6 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $729 as of Q1 2026.
Frazier Financial Advisors left its JPMorgan Diversified Return US Mid Cap Equity ETF share count unchanged in Q1 2026.
JPMorgan Diversified Return US Mid Cap Equity ETF made up ﹤0.01% of Frazier Financial Advisors's portfolio in Q1 2026, its #652 holding.
Frazier Financial Advisors first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2023 and has held it in 10 quarters since.
Frazier Financial Advisors's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $22.1K in Q4 2023.
110 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.