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 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 $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Jones Financial Companies

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

Cambridge Investment Research Advisors

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

Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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