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
2026 Q2	$115K	Buy	+923	New	+$112K	﹤0.01%	1970
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 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 $1.56B AUM 16.49% 1-Year Est. Return

MWM

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

Global Retirement Partners's JPME Position: Q2 2026 in Review

Global Retirement Partners opened a new position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q2 2026: 923 shares worth $115K. The stake represents ﹤0.01% of the portfolio and ranks #1970 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in JPME as recently as Q4 2025.

Global Retirement Partners first reported a position in JPME in Q3 2021 and has held it in 17 quarters since. The position peaked at $230K in Q3 2023. 107 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

Global Retirement Partners held 923 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $115K as of Q2 2026.
JPMorgan Diversified Return US Mid Cap Equity ETF was a new Global Retirement Partners position in Q2 2026.
JPMorgan Diversified Return US Mid Cap Equity ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1970 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 17 quarters since.
Global Retirement Partners's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $230K in Q3 2023.
107 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.