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Global Retirement Partners’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Global Retirement 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
2025
Q4 		$99.5K Buy
916
+6
+0.7% +$649 ﹤0.01% 1920
2025
Q3 		$98.7K Buy
910
+5
+0.6% +$533 ﹤0.01% 1517
2025
Q2 		$93.9K Buy
+905
New +$90.3K ﹤0.01% 1467
2024
Q4 		$91.9K Sell
897
-42
-4% -$4.46K ﹤0.01% 1318
2024
Q3 		$98.6K Sell
939
-947
-50% -$94.7K ﹤0.01% 1243
2024
Q2 		$180K Buy
1,886
+9
+0.5% +$864 0.01% 928
2024
Q1 		$186K Buy
1,877
+5
+0.3% +$467 0.01% 818
2023
Q4 		$169K Sell
1,872
-933
-33% -$79.7K 0.01% 823
2023
Q3 		$230K Buy
2,805
+2,699
+2,546% +$238K 0.01% 622
2023
Q2 		$9.36K Hold
106
– – ﹤0.01% 1989
2023
Q1 		$8.94K Sell
106
-144
-58% -$12.5K ﹤0.01% 1960
2022
Q4 		$21K Hold
250
– – ﹤0.01% 1458
2022
Q3 		$21K Hold
250
– – ﹤0.01% 1371
2022
Q2 		$20K Hold
250
– – ﹤0.01% 1353
2022
Q1 		$22K Buy
+250
New +$22.8K ﹤0.01% 1321
2021
Q4 		– Sell
-36
Closed -$3K – 1074
2021
Q3 		$3K Buy
+36
New +$3.21K ﹤0.01% 1756

Other funds holding JPME

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $38.8B AUM 21.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Global Retirement Partners's JPME Position: Q4 2025 in Review

Global Retirement Partners increased its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 0.66% in Q4 2025, buying an estimated $649 and bringing the position to 916 shares worth $99.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1920.

Global Retirement Partners first reported a position in JPME in Q3 2021 and has held it in 16 quarters since. The position peaked at $230K in Q3 2023. 102 funds tracked by Wall St. Rank hold JPME as of Q4 2025.

  • Global Retirement Partners held 916 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $99.5K as of Q4 2025.
  • Global Retirement Partners bought 6 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q4 2025, an estimated $649.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1920 holding.
  • Global Retirement Partners first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q3 2021 and has held it in 16 quarters since.
  • Global Retirement Partners's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $230K in Q3 2023.
  • 102 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.