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Harbour Investments’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Harbour Investments’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 		$1.15M Buy
10,004
+2,985
+43% +$343K 0.02% 714
2025
Q4 		$763K Buy
7,019
+81
+1% +$8.76K 0.02% 697
2025
Q3 		$752K Buy
6,938
+184
+3% +$19.6K 0.02% 666
2025
Q2 		$700K Buy
6,754
+32
+0.5% +$3.19K 0.02% 657
2025
Q1 		$676K Sell
6,722
-141
-2% -$14.6K 0.02% 619
2024
Q4 		$703K Buy
6,863
+174
+3% +$18.5K 0.02% 587
2024
Q3 		$703K Buy
6,689
+699
+12% +$69.9K 0.02% 554
2024
Q2 		$570K Sell
5,990
-100
-2% -$9.6K 0.02% 569
2024
Q1 		$604K Sell
6,090
-511
-8% -$47.7K 0.02% 525
2023
Q4 		$606K Buy
6,601
+197
+3% +$16.8K 0.03% 479
2023
Q3 		$536K Buy
6,404
+6,285
+5,282% +$553K 0.03% 472
2023
Q2 		$10.5K Buy
+119
New +$10.1K ﹤0.01% 2001

Other funds holding JPME

Morgan Stanley
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
LPL Financial San Diego, California $377B 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
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RW
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
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Harbour Investments's JPME Position: Q1 2026 in Review

Harbour Investments increased its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 43% in Q1 2026, buying an estimated $343K and bringing the position to 10,004 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #714.

Harbour Investments first reported a position in JPME in Q2 2023 and has held it in 12 quarters since. 110 funds tracked by Wall St. Rank hold JPME as of Q1 2026.

  • Harbour Investments held 10,004 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $1.15M as of Q1 2026.
  • Harbour Investments bought 2,985 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q1 2026, an estimated $343K.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.02% of Harbour Investments's portfolio in Q1 2026, its #714 holding.
  • Harbour Investments first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q2 2023 and has held it in 12 quarters since.
  • 110 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.