Golden State Wealth Management’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Golden State Wealth 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
2026 Q1	$9.39K	Hold	82	–	–	﹤0.01%	1101
2025 Q4	$8.91K	Hold	82	–	–	﹤0.01%	1137
2025 Q3	$8.89K	Hold	82	–	–	﹤0.01%	1128
2025 Q2	$8.5K	Hold	82	–	–	﹤0.01%	1115
2025 Q1	$8.25K	Hold	82	–	–	﹤0.01%	1052
2024 Q4	$8.4K	Buy	+82	New	+$8.7K	﹤0.01%	1002

Other funds holding JPME

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Golden State Wealth Management's JPME Position: Q1 2026 in Review

Golden State Wealth Management held its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) position steady in Q1 2026 at 82 shares worth $9.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1101.

Golden State Wealth Management first reported a position in JPME in Q4 2024 and has held it in 6 quarters since. 110 funds tracked by Wall St. Rank hold JPME as of Q1 2026.

Golden State Wealth Management held 82 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $9.39K as of Q1 2026.
Golden State Wealth Management left its JPMorgan Diversified Return US Mid Cap Equity ETF share count unchanged in Q1 2026.
JPMorgan Diversified Return US Mid Cap Equity ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #1101 holding.
Golden State Wealth Management first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2024 and has held it in 6 quarters since.
110 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.