FSM Wealth Advisors’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.25M Sell
10,064
-68
-0.7% -$8.23K 0.13% 92
2026
Q1
$1.16M Buy
10,132
+92
+0.9% +$10.6K 0.15% 80
2025
Q4
$1.09M Sell
10,040
-497
-5% -$53.7K 0.15% 87
2025
Q3
$1.14M Sell
10,537
-314
-3% -$33.5K 0.16% 87
2025
Q2
$1.14M Buy
10,851
+2,680
+33% +$267K 0.19% 80
2025
Q1
$822K Buy
8,171
+5,001
+158% +$517K 0.18% 74
2024
Q4
$335K Hold
3,170
0.08% 128
2024
Q3
$333K Hold
3,170
0.09% 122
2024
Q2
$302K Sell
3,170
-59
-2% -$5.66K 0.1% 116
2024
Q1
$320K Buy
3,229
+483
+18% +$45.1K 0.11% 115
2023
Q4
$252K Buy
+2,746
New +$235K 0.11% 128

Other funds holding JPME

FSM Wealth Advisors's JPME Position: Q2 2026 in Review

FSM Wealth Advisors reduced its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 0.67% in Q2 2026, selling an estimated $8.23K and leaving 10,064 shares worth $1.25M. The position accounts for 0.13% of the portfolio, ranked #92.

FSM Wealth Advisors first reported a position in JPME in Q4 2023 and has held it in 11 quarters since. 106 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

  • FSM Wealth Advisors held 10,064 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $1.25M as of Q2 2026.
  • FSM Wealth Advisors sold 68 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2026, an estimated $8.23K.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.13% of FSM Wealth Advisors's portfolio in Q2 2026, its #92 holding.
  • FSM Wealth Advisors first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 106 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.