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

Horan Capital 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
2020
Q4 		– Sell
-1,704
Closed -$109K – 185
2020
Q3 		$109K Buy
+1,704
New +$109K 0.06% 108

Other funds holding JPME

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

Horan Capital Advisors's JPME Position: Q4 2020 in Review

Horan Capital Advisors sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q4 2020, closing a stake of 1,704 shares — an estimated $109K sold.

Horan Capital Advisors first reported a position in JPME in Q3 2020 and held it in 1 quarter. The position peaked at $109K in Q3 2020. 32 funds tracked by Wall St. Rank hold JPME as of Q4 2020.

  • Horan Capital Advisors reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q4 2020 after selling out during the quarter.
  • Horan Capital Advisors sold 1,704 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q4 2020, an estimated $109K.
  • Horan Capital Advisors first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q3 2020 and held it in 1 quarter.
  • Horan Capital Advisors's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $109K in Q3 2020.
  • 32 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q4 2020.

Based on Horan Capital Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.