Howe & Rusling’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Howe & Rusling’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
2021 Q3	–	Sell	-118	Closed	-$10K	–	1006
2021 Q2	$10K	Sell	118 -394	-77%	-$34.3K	﹤0.01%	495
2021 Q1	$42K	Buy	512 +299	+140%	+$23.7K	0.01%	312
2020 Q4	$16K	Hold	213	–	–	﹤0.01%	427
2020 Q3	$14K	Buy	213 +89	+72%	+$5.7K	﹤0.01%	394
2020 Q2	$7K	Buy	+124	New	+$7.11K	﹤0.01%	486
2020 Q1	–	Sell	-332	Closed	-$23K	–	824
2019 Q4	$23K	Buy	332 +183	+123%	+$12.5K	﹤0.01%	364
2019 Q3	$10K	Hold	149	–	–	﹤0.01%	466
2019 Q2	$10K	Buy	+149	New	+$9.78K	﹤0.01%	451

Other funds holding JPME

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

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

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

1WM

1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Howe & Rusling's JPME Position: Q3 2021 in Review

Howe & Rusling sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q3 2021, closing a stake of 118 shares — an estimated $10K sold.

Howe & Rusling first reported a position in JPME in Q2 2019 and held it in 8 quarters. The position peaked at $42K in Q1 2021. 35 funds tracked by Wall St. Rank hold JPME as of Q3 2021.

Howe & Rusling reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q3 2021 after selling out during the quarter.
Howe & Rusling sold 118 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q3 2021, an estimated $10K.
Howe & Rusling first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q2 2019 and held it in 8 quarters.
Howe & Rusling's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $42K in Q1 2021.
35 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q3 2021.

Based on Howe & Rusling's 13F filing for Q3 2021, filed 15 Nov 2021.