Goldstein Advisors’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Goldstein Advisors’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	$1.25M	Sell	10,068 -558	-5%	-$67.6K	0.11%	74
2026 Q1	$1.22M	Buy	10,626 +82	+0.8%	+$9.43K	0.14%	64
2025 Q4	$1.15M	Sell	10,544 -478	-4%	-$51.7K	0.13%	63
2025 Q3	$1.2M	Sell	11,022 -420	-4%	-$44.7K	0.15%	61
2025 Q2	$1.19M	Sell	11,442 -160	-1%	-$16K	0.16%	55
2025 Q1	$1.17M	Buy	11,602 +83	+0.7%	+$8.58K	0.17%	48
2024 Q4	$1.18M	Sell	11,519 -425	-4%	-$45.1K	0.17%	47
2024 Q3	$1.25M	Sell	11,944 -221,866	-95%	-$22.2M	0.19%	42
2024 Q2	$22.3M	Buy	233,810 +4,137	+2%	+$397K	3.72%	7
2024 Q1	$22.8M	Buy	229,673 +10,457	+5%	+$976K	3.89%	8
2023 Q4	$20.1M	Buy	219,216 +3,270	+2%	+$279K	3.4%	8
2023 Q3	$18.1M	Buy	215,946 +9,928	+5%	+$874K	3.77%	8
2023 Q2	$18.2M	Buy	206,018 +4,955	+2%	+$422K	3.81%	8
2023 Q1	$17.2M	Buy	201,063 +194,502	+2,965%	+$16.9M	3.79%	5
2022 Q4	$552K	Buy	+6,561	New	+$549K	0.13%	68

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

Goldstein Advisors's JPME Position: Q2 2026 in Review

Goldstein Advisors reduced its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 5.3% in Q2 2026, selling an estimated $67.6K and leaving 10,068 shares worth $1.25M. The position accounts for 0.11% of the portfolio, ranked #74.

Goldstein Advisors first reported a position in JPME in Q4 2022 and has held it in 15 quarters since. The position peaked at $22.8M in Q1 2024. 106 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

Goldstein Advisors held 10,068 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $1.25M as of Q2 2026.
Goldstein Advisors sold 558 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2026, an estimated $67.6K.
JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.11% of Goldstein Advisors's portfolio in Q2 2026, its #74 holding.
Goldstein Advisors first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2022 and has held it in 15 quarters since.
Goldstein Advisors's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $22.8M in Q1 2024.
106 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.