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Great Valley Advisor Group’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Great Valley Advisor Group’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
2023
Q1 		– Sell
-12,998
Closed -$1.09M – 735
2022
Q4 		$1.09M Buy
+12,998
New +$1.09M 0.06% 317

Other funds holding JPME

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 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
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return

Great Valley Advisor Group's JPME Position: Q1 2023 in Review

Great Valley Advisor Group sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q1 2023, closing a stake of 12,998 shares — an estimated $1.09M sold.

Great Valley Advisor Group first reported a position in JPME in Q4 2022 and held it in 1 quarter. The position peaked at $1.09M in Q4 2022. 60 funds tracked by Wall St. Rank hold JPME as of Q1 2023.

  • Great Valley Advisor Group reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q1 2023 after selling out during the quarter.
  • Great Valley Advisor Group sold 12,998 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q1 2023, an estimated $1.09M.
  • Great Valley Advisor Group first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2022 and held it in 1 quarter.
  • Great Valley Advisor Group's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $1.09M in Q4 2022.
  • 60 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2023.

Based on Great Valley Advisor Group's 13F filing for Q1 2023, filed 3 May 2023.