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 Q2	–	Sell	-1,974	Closed	-$226K	–	862
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

Other funds holding JPME

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

MWM

Manske Wealth Management Houston, Texas $403M AUM 27.32% 1-Year Est. Return

Gateway Wealth Partners's JPME Position: Q2 2026 in Review

Gateway Wealth Partners sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q2 2026, closing a stake of 1,974 shares — an estimated $226K sold.

Gateway Wealth Partners first reported a position in JPME in Q4 2022 and held it in 11 quarters. The position peaked at $5.01M in Q3 2024. 107 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

Gateway Wealth Partners reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
Gateway Wealth Partners sold 1,974 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2026, an estimated $226K.
Gateway Wealth Partners first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2022 and held it in 11 quarters.
Gateway Wealth Partners's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $5.01M in Q3 2024.
107 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.