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Householder Group Estate & Retirement Specialist’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q2 		– Sell
-98
Closed -$9.72K – 1277
2024
Q1 		$9.72K Buy
+98
New +$9.14K ﹤0.01% 818

Other funds holding JPME

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's JPME Position: Q2 2024 in Review

Householder Group Estate & Retirement Specialist sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q2 2024, closing a stake of 98 shares — an estimated $9.72K sold.

Householder Group Estate & Retirement Specialist first reported a position in JPME in Q1 2024 and held it in 1 quarter. The position peaked at $9.72K in Q1 2024. 78 funds tracked by Wall St. Rank hold JPME as of Q2 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 98 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2024, an estimated $9.72K.
  • Householder Group Estate & Retirement Specialist first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q1 2024 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $9.72K in Q1 2024.
  • 78 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q2 2024, filed 17 Jul 2024.