Frontier Wealth Management’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Frontier Wealth Management’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
2022 Q2	$253K	Sell	3,136 -1,284	-29%	-$113K	0.02%	325
2022 Q1	$408K	Sell	4,420 -95	-2%	-$8.67K	0.01%	273
2021 Q4	$431K	Sell	4,515 -572	-11%	-$52.9K	0.03%	282
2021 Q3	$445K	Sell	5,087 -120	-2%	-$10.7K	0.03%	277
2021 Q2	$457K	Sell	5,207 -1,513	-23%	-$132K	0.03%	272
2021 Q1	$556K	Sell	6,720 -434	-6%	-$34.5K	0.04%	230
2020 Q4	$538K	Sell	7,154 -234	-3%	-$16.5K	0.04%	217
2020 Q3	$474K	Sell	7,388 -1,162	-14%	-$74.4K	0.04%	226
2020 Q2	$516K	Sell	8,550 -19,175	-69%	-$1.1M	0.05%	205
2020 Q1	$1.38M	Sell	27,725 -8,434	-23%	-$541K	0.23%	100
2019 Q4	$2.55M	Sell	36,159 -25,373	-41%	-$1.73M	0.41%	55
2019 Q3	$4.11M	Sell	61,532 -7,020	-10%	-$465K	0.61%	41
2019 Q2	$4.56M	Sell	68,552 -8,238	-11%	-$540K	0.67%	36
2019 Q1	$5M	Sell	76,790 -4,381	-5%	-$276K	0.68%	35
2018 Q4	$4.64M	Buy	81,171 +3,460	+4%	+$215K	0.7%	30
2018 Q3	$5.22M	Sell	77,711 -5,160	-6%	-$346K	0.5%	26
2018 Q2	$5.38M	Buy	82,871 +5,706	+7%	+$367K	0.77%	21
2018 Q1	$4.9M	Buy	77,165 +8,550	+12%	+$551K	0.69%	29
2017 Q4	$4.37M	Buy	68,615 +2,196	+3%	+$138K	0.7%	31
2017 Q3	$4.04M	Sell	66,419 -5,906	-8%	-$351K	0.58%	44
2017 Q2	$4.28M	Buy	72,325 +3,071	+4%	+$179K	0.66%	42
2017 Q1	$3.99M	Buy	69,254 +5,040	+8%	+$284K	0.61%	47
2016 Q4	$3.48M	Buy	64,214 +16,250	+34%	+$867K	0.57%	49
2016 Q3	$2.54M	Buy	+47,964	New	+$2.54M	0.39%	70

Other funds holding JPME

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return

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

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Frontier Wealth Management's JPME Position: Q2 2022 in Review

Frontier Wealth Management reduced its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 29% in Q2 2022, selling an estimated $113K and leaving 3,136 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #325.

Frontier Wealth Management first reported a position in JPME in Q3 2016 and has held it in 24 quarters since. The position peaked at $5.38M in Q2 2018. 46 funds tracked by Wall St. Rank hold JPME as of Q2 2022.

Frontier Wealth Management held 3,136 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $253K as of Q2 2022.
Frontier Wealth Management sold 1,284 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2022, an estimated $113K.
JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.02% of Frontier Wealth Management's portfolio in Q2 2022, its #325 holding.
Frontier Wealth Management first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q3 2016 and has held it in 24 quarters since.
Frontier Wealth Management's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $5.38M in Q2 2018.
46 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.