HighTower Advisors
JPME icon

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

HighTower 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 		$40.7M Buy
355,257
+16,683
+5% +$1.92M 0.04% 409
2025
Q4 		$36.8M Buy
338,574
+24,973
+8% +$2.7M 0.04% 431
2025
Q3 		$34M Buy
313,601
+18,997
+6% +$2.02M 0.04% 441
2025
Q2 		$30.6M Sell
294,604
-4,930
-2% -$492K 0.04% 449
2025
Q1 		$30.1M Buy
299,534
+6,833
+2% +$706K 0.04% 424
2024
Q4 		$30M Buy
292,701
+530
+0.2% +$56.2K 0.04% 410
2024
Q3 		$30.7M Buy
292,171
+1,246
+0.4% +$125K 0.04% 402
2024
Q2 		$27.7M Sell
290,925
-1,344
-0.5% -$129K 0.04% 413
2024
Q1 		$29M Sell
292,269
-240
-0.1% -$22.4K 0.05% 382
2023
Q4 		$26.9M Buy
292,509
+9,904
+4% +$846K 0.05% 392
2023
Q3 		$23.7M Buy
282,605
+15,288
+6% +$1.35M 0.04% 394
2023
Q2 		$23.6M Buy
267,317
+15,878
+6% +$1.35M 0.05% 373
2023
Q1 		$21.6M Buy
251,439
+219,615
+690% +$19.1M 0.05% 382
2022
Q4 		$2.68M Buy
31,824
+16,905
+113% +$1.41M 0.01% 1121
2022
Q3 		$1.14M Sell
14,919
-77
-0.5% -$6.54K ﹤0.01% 1538
2022
Q2 		$1.21M Buy
+14,996
New +$1.32M ﹤0.01% 1527

Other funds holding JPME

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return