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Gateway Wealth Partners’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Gateway Wealth Partners’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 		$226K Buy
+1,974
New +$227K 0.01% 861
2025
Q2 		– Sell
-7,710
Closed -$775K – 369
2025
Q1 		$775K Sell
7,710
-869
-10% -$89.8K 0.17% 130
2024
Q4 		$879K Sell
8,579
-39,129
-82% -$4.15M 0.23% 103
2024
Q3 		$5.01M Buy
47,708
+811
+2% +$81.1K 1.38% 14
2024
Q2 		$4.46M Buy
46,897
+9,415
+25% +$904K 1.35% 13
2024
Q1 		$3.72M Buy
37,482
+6,413
+21% +$598K 1.33% 18
2023
Q4 		$2.85M Buy
31,069
+4,399
+16% +$376K 1.15% 21
2023
Q3 		$2.23M Buy
26,670
+1,705
+7% +$150K 0.4% 52
2023
Q2 		$2.2M Buy
24,965
+6,857
+38% +$583K 0.39% 55
2023
Q1 		$1.55M Buy
18,108
+15,226
+528% +$1.32M 0.24% 63
2022
Q4 		$243K Buy
+2,882
New +$241K 0.04% 169

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Cambridge Investment Research Advisors
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AP
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Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RW
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
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return