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

GeoWealth 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
2025
Q4 		– Sell
-3,054
Closed -$331K – 801
2025
Q3 		$331K Sell
3,054
-237
-7% -$25.2K 0.01% 558
2025
Q2 		$341K Sell
3,291
-491
-13% -$49K 0.01% 515
2025
Q1 		$380K Sell
3,782
-7,407
-66% -$766K 0.02% 491
2024
Q4 		$1.15M Sell
11,189
-558
-5% -$59.2K 0.04% 272
2024
Q3 		$1.23M Buy
11,747
+6,972
+146% +$697K 0.04% 261
2024
Q2 		$455K Sell
4,775
-8,349
-64% -$802K 0.02% 456
2024
Q1 		$1.3M Sell
13,124
-2,837
-18% -$265K 0.05% 239
2023
Q4 		$1.47M Sell
15,961
-12,484
-44% -$1.07M 0.12% 164
2023
Q3 		$2.38M Sell
28,445
-30,194
-51% -$2.66M 0.27% 90
2023
Q2 		$5.18M Sell
58,639
-101,159
-63% -$8.61M 0.56% 35
2023
Q1 		$13.7M Buy
159,798
+9,010
+6% +$782K 1.6% 12
2022
Q4 		$12.7M Buy
150,788
+3,618
+2% +$303K 1.34% 12
2022
Q3 		$11.2M Buy
147,170
+3,191
+2% +$271K 1.23% 11
2022
Q2 		$11.6M Buy
143,979
+1,764
+1% +$155K 1.56% 15
2022
Q1 		$13.3M Buy
142,215
+12,181
+9% +$1.11M 1.17% 19
2021
Q4 		$12.4M Buy
130,034
+11,427
+10% +$1.06M 1.01% 27
2021
Q3 		$10.4M Sell
118,607
-38,362
-24% -$3.42M 0.85% 32
2021
Q2 		$13.8M Buy
156,969
+13,812
+10% +$1.2M 1.74% 10
2021
Q1 		$11.9M Buy
143,157
+13,027
+10% +$1.03M 1.85% 10
2020
Q4 		$9.79M Buy
130,130
+3,458
+3% +$244K 1.57% 11
2020
Q3 		$8.13M Buy
126,672
+37,514
+42% +$2.4M 2.46% 7
2020
Q2 		$5.38M Buy
89,158
+8,072
+10% +$463K 2.23% 12
2020
Q1 		$4.04M Buy
81,086
+5,637
+7% +$362K 2.86% 10
2019
Q4 		$5.33M Sell
75,449
-139,782
-65% -$9.52M 2.87% 10
2019
Q3 		$14.4M Buy
215,231
+202,128
+1,543% +$13.4M 3.23% 6
2019
Q2 		$871K Buy
+13,103
New +$860K 2.29% 12

Other funds holding JPME

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

GeoWealth Management's JPME Position: Q4 2025 in Review

GeoWealth Management sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q4 2025, closing a stake of 3,054 shares — an estimated $331K sold.

GeoWealth Management first reported a position in JPME in Q2 2019 and held it in 26 quarters. The position peaked at $14.4M in Q3 2019. 103 funds tracked by Wall St. Rank hold JPME as of Q4 2025.

  • GeoWealth Management reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q4 2025 after selling out during the quarter.
  • GeoWealth Management sold 3,054 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q4 2025, an estimated $331K.
  • GeoWealth Management first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q2 2019 and held it in 26 quarters.
  • GeoWealth Management's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $14.4M in Q3 2019.
  • 103 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q4 2025.

Based on GeoWealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.