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

Horan Securities’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 Q3	–	Sell	-1,295	Closed	-$114K	–	393
2023 Q2	$114K	Buy	1,295 +4	+0.3%	+$340	0.05%	164
2023 Q1	$111K	Sell	1,291 -122	-9%	-$10.6K	0.06%	147
2022 Q4	$119K	Sell	1,413 -491	-26%	-$41.1K	0.07%	136
2022 Q3	$146K	Buy	1,904 +6	+0.3%	+$509	0.09%	119
2022 Q2	$154K	Buy	1,898 +255	+16%	+$22.4K	0.09%	115
2022 Q1	$154K	Buy	1,643 +129	+9%	+$11.8K	0.09%	103
2021 Q4	$144K	Buy	+1,514	New	+$140K	0.09%	111
2021 Q2	$132K	Buy	1,505 +75	+5%	+$6.53K	0.09%	105
2021 Q1	$118K	Sell	1,430 -1,999	-58%	-$159K	0.1%	78
2020 Q4	$258K	Buy	3,429 +1,569	+84%	+$111K	0.21%	41
2020 Q3	$119K	Buy	+1,860	New	+$119K	0.12%	56

Other funds holding JPME

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

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

Horan Securities's JPME Position: Q3 2023 in Review

Horan Securities sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q3 2023, closing a stake of 1,295 shares — an estimated $114K sold.

Horan Securities first reported a position in JPME in Q3 2020 and held it in 11 quarters. The position peaked at $258K in Q4 2020. 66 funds tracked by Wall St. Rank hold JPME as of Q3 2023.

Horan Securities reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 1,295 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q3 2023, an estimated $114K.
Horan Securities first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q3 2020 and held it in 11 quarters.
Horan Securities's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $258K in Q4 2020.
66 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.